Best Yuanta Wealth Apps

Ally: Bank, Auto & Invest

The app for all things money

Free

Manage your banking, investments, and auto loans all in one place. Features include smart savings tools, commission-free trading, and free FICO® Score updates. Securely handle all your financial needs on the go.

Bybit: New Financial Platform

Trade crypto, stocks & futures

Free

Trade, manage, and grow your cryptocurrency portfolio with a secure and reliable platform. Supports a wide range of digital assets and offers features for both beginners and professionals, including derivatives, spot trading, and asset management tools.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

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.

Vontobel Wealth

by Bank Vontobel AG

Free

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

Edward Jones

Track your goals on-the-go

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Free

Manage your personal finances, deposit checks, transfer money, and access financial documents securely. Monitor account balances, track spending, and trade stocks and ETFs. Connect with your financial advisor and stay updated on market data.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

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.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

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.

M1: AI Wealth Management

AI financial advisor built in

Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

Vault: Private Wealth

Grow & preserve your wealth

Free

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

StoneX Wealth Access

StoneX Wealth Access

Free

Access your investment portfolio and account activity on the go. View, download, and share trade confirmations, statements, and tax documents. Stay informed with portfolio-specific news and detailed information on your open positions.