Best Wealthbox Investments Apps

5.0(2 ratings)

Free

This app provides a virtual platform for investing in mutual funds quickly and securely. It offers tools for fund analysis, financial calculations, and investment monitoring, aiming to be a comprehensive solution for investors.

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

4.8😐(3.3M ratings)

Free

#13in 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

ETRADE: Invest. Trade. Save. by ETRADE Securities

Stocks, ETFs, options, crypto

Worth Considering

4.7😐(381K ratings)

Free

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This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

What We Love

💻 Powerful trading platform
💰 Competitive fees and rates
🕰️ Smooth trading experience
🔒 Reliable security features

Room to Improve

🐛 Buggy app with frequent crashes
⏱️ Slow performance and lagging issues
🌍 Limited functionality for international users
💸 Unexpected fees and charges

More Wealthbox Investments apps to explore

Schwab Mobile

Own your tomorrow®

Consolidated account viewMobile check depositIntuitive trade ticket

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

(1.2M)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

💼 Business

(1.7K)

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)

Scripbox Mutual Fund & SIP App

Invest in MF, SIP, Save Tax

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

(106)

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.

(21K)

TRUSTtrak

by Infovisa, Inc.

View portfolio balancesAccount summaries with allocationsInteractive dashboards

Monitor your investment portfolio performance and account balances with clear visuals and breakdowns. Track your progress against the market to understand your path to wealth, all from your iPhone or iPad.

Save & Invest for Your Future

Automated recurring transfersPersonalized ETF portfoliosAutomatic investment rebalancing

Automate your savings and build long-term wealth with globally diversified ETF portfolios. This platform offers institutional-grade investment management without the cost or complexity, making it accessible for everyday investors.

(7)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(113K)

CAZ Investments Portal

Portfolio & Fund Access

Facet: Financial Planning

(0)

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.

Comprehensive portfolio viewDetailed analytics dashboardsSecure document access and upload

(2)

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)

American Century Investments

Invest for What Matters Most

View account balances and performanceInteractive balance history chartsMake additional investments

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

(15)

Access valuation & documents

EXE Client Portal

Build wealth in Nigeria with this investment app. It offers a user-friendly platform for beginners and experienced investors to access NGX stocks, mutual funds, and more. Features include secure account opening, low minimum investments, automated tracking, and 24/7 support.

Invest in NGX stocks and mutual fundsSecure and paperless account openingLow minimum investment amounts

Beautiful Trading 212 View