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.

SEI Connect - Investor by SEI Global Services

Powering Wealth

Strong Contender

3.9(34 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.

Wealthscape Investor℠ by National Financial Services LLC

Worth Considering

IBKR Mobile - Invest Worldwide

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 orders. Enhanced security features include biometric login and two-factor authentication.

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

More Visok Investor Services apps to explore

Trade At the Lowest Cost

Trade stocks, ETFs, options, futures, currencies, bonds, and mutual fundsAccess 170+ global marketsComprehensive research and market intelligence

Access global markets and trade a wide range of financial instruments from your mobile device. Utilize institutional-grade technology, comprehensive research tools, and advanced portfolio management features to make informed investment decisions.

(12K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built, diversified ETF portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and gain a clear view of your financial future.

(18K)

Stocks, crypto, ETFs & Options

etoro: Trade & Invest

Zero commission stock and ETF tradingTrade over 100 cryptocurrenciesOptions trading available

Invest in stocks, crypto, ETFs, and options with zero commission on many assets. Practice trading with a virtual portfolio and access educational resources. Connect with a global community of investors.

free with in-app purchases

(10K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

free with in-app purchases

(23K)

Frec: Tax-aware investing

Direct indexing & long short

Direct indexing for popular indicesAutomatic tax loss harvestingPortfolio customization (stocks/sectors)

Invest in tax-efficient strategies with direct indexing for popular indices. Customize portfolios, access cash via a portfolio line of credit, and earn yield on idle cash. Trade commission-free with secure asset protection.

(39)

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.

free with in-app purchases

(66K)

Apex - Investor Portal

Investor Centre - MUFG CM

💼 Business

(0)

MUFG Corporate Markets

View and transact on holdingsManage Employee Share PlansUpdate personal details

Manage your investments securely and efficiently from anywhere. View and transact on holdings, update personal details, and prepare for tax disclosures with a single login. Offers seamless portfolio management and access to statements.

(5)

Investor Centre Hong Kong

Shareholding, secure & simple

by BOCI Securities Limited

HDFC Securities InvestRight

(31)

Stocks,Mutual Funds & IPO

Demat and trading account managementInvest in stocks, mutual funds, and IPOsPersonalized dashboard and order placement

This trading app offers a comprehensive platform for managing demat and trading accounts, investing in stocks, mutual funds, and IPOs. It provides personalized dashboards, fast order execution, and market insights to enhance your investment journey.

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

(116)

Computershare Investor Center

Shareholding, secure & simple

Access and view portfolioDownload tax forms and statementsTrack investments

Manage your shareholdings and investments conveniently on the go. Access your portfolio, download important documents, and track your investments securely. This app simplifies managing your holding details and allows for buying or selling shares.

(2K)

DFM - Dubai Financial Market

Track the market in real time

Real-time market dataPortfolio managementPrice alerts

Access real-time stock prices, market information, and manage your investment portfolio. Apply for an investor number, set price alerts, and track market trends. View your investments, account balances, and dividend history.

by CENTRAL SECURITIES DEPOSITORIES (GH) LTD

ADMIS Information Portal

Real-time account informationAccess to reports and statementsMarket commentary

This app provides exclusive access to real-time account information, reports, and market commentary for ADM Investor Services brokers and customers. It features a secure message center for encrypted communication and customizable dashboards for personalized data displays.

(7)