Best Vanguard Digital Advisor Apps

UBS Wealth Management

by UBS AG

Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Stash: Investing made easy

Invest in Stocks and ETFs.

Free

Invest in stocks and ETFs with expert-built portfolios, personalized guidance, and automation. This app helps everyday Americans grow their money for retirement, future goals, or as first-time investors. It offers tools like automated investing, a stock-back debit card, and financial coaching.

NetBenefits

Fidelity workplace benefits

Free

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.

Titan: Your Wealth Team

Investing, Wealth Management

Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

M1: AI Wealth Management

AI financial advisor built in

Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

EFE

Your Investment Advisor

Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Vanguard Way PhotoGuide

Vanguard Way footpath guidance

Free

This app provides comprehensive guidance for the Vanguard Way footpath, a 66-mile trail from South London to the South Coast. It includes detailed text, over 3,000 photos, and offline map downloads for sections of the route. Online maps with location services are available to help users navigate.

Sentinel: Vanguard Investments

Track Vanguard funds and ETFs

Free

Easily monitor your Vanguard investments, including index funds, LifeStrategy funds, and ETFs, with real-time pricing. Quickly view your portfolio's current value, total profit/loss, daily gains, and annualized returns for comparison. This app prioritizes privacy by not requiring any personal or login information.

Empower ®

Plan, save, invest, retire

Free

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.

BAM Digital

Banorte Asset Management

Free

Access world-class investment management with a globally diversified portfolio. Open an account online, manage your funds anytime, and invest without steep minimums.