Best Wealthbox Investments Apps

247+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated August 2026

If you already know WealthBox Investments, this is the deeper bench. 247+ wealthbox investments apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of August 2026.

Compare top Wealthbox Investments Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1WealthBox InvestmentsWealthBox InvestmentsFree5.0★ (2)NoNoMay 2026
2Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.3M)NoNoAug 2026
3E*TRADE: Invest. Trade. Save.E*TRADE: Invest. Trade. Save.Free4.7★ (381K)NoNoAug 2026
4Schwab MobileSchwab MobileFree4.8★ (1.2M)NoNoAug 2026
5Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
6WealthboxWealthboxFree4.8★ (1.6K)NoNoAug 2026
7Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoAug 2026
8Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (21K)YesNoAug 2026

Top Picks for Wealthbox Investments

Fidelity Investments#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Strong Contender
💰 Finance
4.8😐(3.3M ratings)
Free
#15in Finance
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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

Room to Improve

  • 🐛 Inaccurate account information and performance data
  • 🔍 Cluttered and unintuitive user interface
  • 🔍 Difficult to navigate and find desired features
E*TRADE: Invest. Trade. Save.#3

E*TRADE: Invest. Trade. Save. by E*TRADE Securities

Stocks, ETFs, options, crypto
Worth Considering
💰 Finance
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

More Wealthbox Investments apps to explore

4
Schwab Mobile
Schwab Mobile
Schwab Mobile
Own your tomorrow®
Free

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.

Consolidated account viewMobile check depositIntuitive trade ticket
💰 Finance
(1.2M)
free with in-app purchases
5
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
6
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
7
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

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.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
8
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

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.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(21K)
free with in-app purchases
9
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

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.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(112K)
free
10
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
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.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
11
Hush Investments
Hush Investments
Hush Investments
Save & Invest for Your Future
Free

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.

Automated recurring transfersPersonalized ETF portfoliosAutomatic investment rebalancing
💰 Finance
(7)
free
12
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Invest in MF, SIP, Save Tax
Free

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.

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring
💰 Finance
(106)
free with in-app purchases
13
American Century Investments
American Century Investments
American Century Investments
Invest for What Matters Most
Free

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.

View account balances and performanceInteractive balance history chartsMake additional investments
💰 Finance
(15)
free with in-app purchases
14
Park Avenue® Wealth Management
Park Avenue® Wealth Management
Park Avenue® Wealth Management
by Park Avenue Securities
Free

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.

Account balances and holdingsInvestment performance trackingPortfolio allocation overview
💰 Finance
(21)
free
15
Facet: Financial Planning
Facet: Financial Planning
Facet: Financial Planning
Flat fee, CFP®, investing
Free

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.

Personalized financial roadmapCFP® professional guidanceInvestment management
💰 Finance
(8)
free
16
EXE Client Portal
EXE Client Portal
EXE Client Portal
Access valuation & documents
Free
💰 Finance
(0)
17
myAdvisorLink
myAdvisorLink
myAdvisorLink
by Advyzon
Free

Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.

View investment informationOn-the-go accessConnect with financial advisor
💰 Finance
(11)
free
18
Black Diamond Wealth Platform
Black Diamond Wealth Platform
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(95)
free
19
AssetMark Mobile
AssetMark Mobile
AssetMark Mobile
by ASSETMARK, INC.
Free

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

Intuitive investment navigationPortfolio performance trackingVisualizations of portfolio data
💰 Finance
(48)
free
20
SEI Connect - Investor
SEI Connect - Investor
SEI Connect - Investor
Powering Wealth
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.

Biometric loginPush notificationsDocument scanner
💰 Finance
(30)
ad-supported

FAQ about Wealthbox Investments

What are the best wealthbox investments apps for iPhone?
WealthBox Investments tops our wealthbox investments apps ranking as of August 2026, with a 5.0-star average from 2 App Store ratings, and it's free to download.
Yes — 20 of the top wealthbox investments apps we rank are free to download, including WealthBox Investments and Fidelity Investments.
WealthBox Investments has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 247+ wealthbox investments apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
WealthBox Investments is a virtual platform designed to help users invest in mutual funds, conduct self-research, and monitor their investments. It aims to provide a complete investment solution in one place.
The app description emphasizes safety and security for online investments conducted through its virtual platform. It is developed with the goal of providing a secure environment for investors.