Best Ymyw Apps

Principal®

Retire on your terms.

Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Finhabits: Invest My Money

Invest, Learn, and Protect

Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

NetBenefits

Fidelity workplace benefits

Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Ameriprise Financial

by Ameriprise Financial, Inc.

Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Finimize: Investing Insights

Daily finance news + research

Free

Get curated, jargon-free financial insights from expert analysts in minutes daily. Understand markets, trends, and strategies to become a smarter investor. Access audio and text content, plus connect with a global investor network.

Voya

by Voya Services Company

Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Capital Group PlanPremier401k

Manage your 401k

Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

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.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Ellevest: Investing for women

Build wealth for your future.

Free

This platform offers personalized investment portfolios designed specifically for women, addressing unique financial challenges. It provides expert financial planning, impact investing options, and tools to help users achieve their financial goals. Access market insights and build wealth for your future.

Milliman Mobile Benefits

by Milliman, Inc.

Free

Access and manage your employer-sponsored retirement plan details conveniently and securely on your mobile device. View contributions, investments, statements, and personal rates of return. Make changes to savings and fund transfers directly from the app.

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

etoro: Trade & Invest

Stocks, crypto, ETFs & Options

Free

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.

Quicken: Budget & Track Money

Investing, Spending, Net Worth

Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

UNest: Investing for Kids

Save for College & Future

Free

This app simplifies saving and investing for your child's future through a tax-advantaged custodial account. It offers professionally managed portfolios and allows contributions from family and friends, providing a flexible alternative to traditional college savings plans.