Best Visok Investor Services Apps

5.0(1 ratings)

Free

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download reports, and invest online. Includes tools like retirement and SIP calculators.

Wealthscape Investor℠ by National Financial Services LLC

Strong Contender

4.7😞(19K ratings)

Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

What We Love

👍 Easy to use
🚀 Smooth performance
💰 Helpful for managing investments
🤝 Great customer service

Room to Improve

🐛 Frequent crashes and bugs
⏱️ Slow loading times
🔒 Unreliable security features
🤯 Confusing user interface

SEI Connect - Investor by SEI Global Services

Powering Wealth

Worth Considering

IBKR Mobile - Invest Worldwide

4.1(30 ratings)

Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

More Visok Investor Services apps to explore

Trade At the Lowest Cost

Real-time quotes and chartsMarket scannersStandard and complex order types

Trade global financial markets with a mobile platform offering real-time quotes, charts, and scanners. Supports standard and complex order types. Explore market data with delayed quotes without registration.

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

Real-time holdings and balancesBalance and transaction historyDetailed position breakdown

(110)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

(17K)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

(66K)

Investor Centre Hong Kong

Shareholding, secure & simple

(0)

Apex - Investor Portal

HDFC Securities InvestRight

💼 Business

(0)

Stocks,Mutual Funds & IPO

Demat and trading account managementIPO and mutual fund investmentsPersonalized dashboard and order placement

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

(2.9K)

Frec: Tax-aware investing

Direct indexing & long short

Direct indexing with customizable stock/sector weightsLong/short direct indexing for factor tiltsDiversify concentrated stocks with minimal tax impact

Manage investments and control your financial future with direct indexing, customizable portfolios, and tax-loss harvesting. Access cash through a portfolio line of credit and earn more on idle cash with secure Treasury options.

(39)

Stocks, crypto, ETFs & Options

etoro: Trade & Invest

Zero commission stock and ETF investingBuy popular cryptocurrenciesHigh-Interest Cash Program

Invest in stocks, ETFs, and cryptocurrencies with zero commissions. Earn interest on your cash balance and explore options trading. Connect with a community of investors and practice with virtual funds.

(9.9K)

by CENTRAL SECURITIES DEPOSITORIES (GH) LTD

Investor Connect

Computershare Investor Center

(0)

Shareholding, secure & simple

Access portfolioDownload tax formsTrack investments

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

Invest with expertise

Saudi & International brokerageInvestment funds accessReal-time stock prices

This app provides a comprehensive platform for all your investment needs, offering brokerage services for Saudi and international markets, along with access to investment funds. It features a user-friendly interface with tools for informed decision-making, making it suitable for both new and experienced investors.

(17K)

Kotak Neo Stock Market Trading

Stock Market, Trading, Invest

Trade stocks, mutual funds, commodities, and F&OSimplified order forms and price alertsPortfolio analysis and insights

This app allows users to trade and invest in a variety of financial instruments including stocks, mutual funds, commodities, and derivatives. It offers tools for portfolio analysis, price alerts, and simplified order placement, along with features for managing mutual fund SIPs and accessing margin trading facilities.

(718)

GalaxyOne: Wealth & Investing

8.0% on Cash + Stock & Crypto

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

(400)

by BOCI Securities Ltd

Neverless: Stocks & Crypto

(31)

0 trading fees, 0 FX fees

Buy/sell 500+ cryptos, gold, silver0% trading feesLeverage up to 5x

Invest in cryptocurrencies, gold, and silver with zero fees. Access passive income through automated strategies, borrow against your assets, and enjoy bank-grade security. Stocks investing is coming soon.

(214)