Best Trinet 401K Apps

4.8😞(412K ratings)

Free

#39in Finance

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

SoFi: Bank, Invest & Crypto by Social Finance, LLC

Online Banking & Investing

Strong Contender

4.7😐(385K ratings)

Free

#22in Finance

SoFi: Bank, Invest & Crypto screenshot 1

SoFi: Bank, Invest & Crypto screenshot 2

SoFi: Bank, Invest & Crypto screenshot 3

SoFi: Bank, Invest & Crypto screenshot 4

SoFi: Bank, Invest & Crypto screenshot 5

SoFi: Bank, Invest & Crypto screenshot 6

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

What We Love

🚀 Convenient all-in-one finance app
💰 Competitive interest rates on savings
👍 Intuitive and user-friendly interface
📈 Integrated investment platform
💳 Useful credit card with rewards
🔒 Secure account management

Room to Improve

🐛 Buggy and unreliable account management
🕰️ Slow money transfer and withdrawal process
💸 Unwarranted account freezes and fund holds
🤖 Poor and unresponsive customer service
📈 Cluttered app with too many upsells
🔍 Difficulty verifying identity and updating info

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Worth Considering

Fidelity workplace benefits

4.8😐(3.3M ratings)

Free

#15in Finance

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

More Trinet 401K apps to explore

NetBenefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

(29K)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

(188K)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Fast, Simple and Easy

Retirement plan managementView account balanceTrack investment performance

Manage your retirement plan with ease. Receive important messages, view statements and alerts, and track your account balance and investment performance. Keep your personal information up to date for enhanced security.

(8)

Capital Group RKDirect 401k

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

(12K)

Asset Recovery: Lost 401k

Find Old Retirement Accounts

by FBMC Benefits Management, Inc

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

free with in-app purchases

(237K)

Oriental 401K Plan

To access your 401K account in

Secure account accessView balance and performanceTrack investment mix

Manage your retirement savings on the go. View your balance, track performance, and adjust contributions securely. Access financial wellness resources to help you reach your future goals.

Retirement. Define it.

Biometric loginCheck balances and transactionsRetirement income forecast

Manage your retirement savings with ease. Access account details, track investments, and forecast your future income. Securely enroll, make changes to contributions, and learn about financial planning.

by 1st Source Corporation

Retirement plan managementAccount reviewEmployer-sponsored plan access

Manage your employer-sponsored retirement plan through this app. Review your account details and access services provided by 1st Source Bank. Available in English and Spanish.

Your 401k at your fingertips

by Schwab Retirement Technologies Inc.

Retirement account enrollmentIncome forecastInvestment performance monitoring

Manage your retirement savings on the go. Enroll, forecast your income, monitor investments, and adjust contributions. Securely upload documents and access financial learning resources.

by Schwab Retirement Technologies Inc.

by Schwab Retirement Technologies Inc.

Retirement plan enrollmentIncome forecastInvestment monitoring

Manage your retirement savings on the go. Enroll in your plan, forecast income, monitor investments, and adjust contributions. Access financial learning resources and manage account settings securely.

Access essential HR information, manage benefits, and view payroll details on the go. This app allows employees to stay connected with their HR data and enables administrators to handle key HR tasks remotely.

View paycheck details and formsAccess insurance ID cards and benefit coverageRequest and approve time off

💼 Business

(39K)