Best Visok Investor Services Apps

213+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Whether you're new to visok investor services or looking for an upgrade, our curated collection of 213+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Visok Investor Services

4.7😞(19K ratings)
Free
Wealthscape Investor℠ screenshot 1
Wealthscape Investor℠ screenshot 2
Wealthscape Investor℠ screenshot 3
Wealthscape Investor℠ screenshot 4
Wealthscape Investor℠ screenshot 5
Wealthscape Investor℠ screenshot 6

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

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
Client Access#3

Client Access by Raymond James Financial, Inc.

Worth Considering
💰 Finance
4.0😐(152 ratings)
Free
Client Access screenshot 1
Client Access screenshot 2
Client Access screenshot 3
Client Access screenshot 4
Client Access screenshot 5
Client Access screenshot 6

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.

What We Love

  • 👍 Easy to use interface
  • 🚀 Fast performance and quick access to information
  • 📊 Comprehensive account and portfolio information
  • 🔒 Secure authentication options (Face ID, Touch ID)

Room to Improve

  • 🐛 Persistent login issues and authentication failures
  • 🐛 App crashes and freezes frequently
  • 📉 Lacks data visualization and charting capabilities

More Visok Investor Services apps to explore

4
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your financial accounts conveniently on-the-go with the LPL Financial’s Account View mobile app. Monitor your portfolio, track balances and transactions, manage accounts securely with biometric login, and stay informed with daily market updates. Take control of your financial aspirations with this comprehensive financial solution.

💰 Finance
(3.4K)
5
Primerica Shareholder Services
Primerica Shareholder Services
Primerica Shareholder Services
by The Bank of New York Mellon Corporation
Free

Access mutual fund investments, view balances, conduct transactions, and track history easily with our app. Start achieving your financial goals with Primerica's tailored investment solutions.

💰 Finance
(38)
6
Plynk: Grow as an Investor
Plynk: Grow as an Investor
Plynk: Grow as an Investor
Learn and Trade Stocks & Funds
Free

Discover a cutting-edge investment application that revitalizes the way you engage with stocks and funds. Start your investing journey on Plynk today!

💰 Finance
(2.7K)
7
SEI Connect - Investor
SEI Connect - Investor
SEI Connect - Investor
Powering Wealth
Free

This mobile app provides easy access to your investments, connecting you to your financial advisor, and offers features such as biometric login, push notifications, and a document vault to help you make confident financial decisions. With the app, you can view balances, holdings, performance data, and transaction activity, and collaborate with your advisor to achieve your financial goals.

💰 Finance
(30)
8
Robinhood: Trading & Investing
Robinhood: Trading & Investing
Robinhood: Trading & Investing
BTC, Crypto, Stocks & Options.
Free

Discover a user-friendly investment app offering a range of financial instruments like stocks, options, ETFs, and cryptocurrency through Robinhood Financial. Take control of your finances effortlessly.

💰 Finance
(4.8M)
9
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

💰 Finance
(3.1M)
10
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

💰 Finance
(81K)
11
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.

💰 Finance
(83K)
12
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

💰 Finance
(16K)
13
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

💰 Finance
(109K)
14
Revolut: Send, spend and save
Revolut: Send, spend and save
Revolut: Send, spend and save
Change the way you money
Free

An app that allows you to easily manage your finances, send money worldwide, track spending, and save with features like smart budgeting, instant notifications, and investment opportunities. Upgrade to premium plans for exclusive benefits and perks.

💰 Finance
(68K)
15
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

💰 Finance
(177K)
16
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

💰 Finance
(17K)
17
Yahoo Finance: Stocks & News
Yahoo Finance: Stocks & News
Yahoo Finance: Stocks & News
Real-time quotes and news
Free

Get real-time financial news, data, and updates on the stock market. Track your favorite companies, monitor investments, and stay informed with personalized alerts and insights. Stay ahead in the world of finance.

💰 Finance
(619K)
18
Titan: Your Investment Team
Titan: Your Investment Team
Titan: Your Investment Team
Investing, Wealth Management
Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

💰 Finance
(7K)
19
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

💰 Finance
(129K)
20
Investor360°
Investor360°
Investor360°
by Advisor360°, LLC
Free

Access a comprehensive financial management tool for real-time balance tracking, transaction history, detailed account breakdowns, and secure messaging with file attachment. Streamline and optimize your financial experience with continual 24/7 platform access.

💰 Finance
(86)