Investor app

You’re our first priority. Every time. NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. They are not intended to provide investment advice. NerdWallet does not and cannot guarantee the accuracy or applicability of any information in regard to your individual circumstances. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. We believe everyone should be able to make financial decisions with confidence. And while our site doesn’t feature every company or financial product available on the market, we’re proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward — and free. So how do we make money? Our partners compensate us. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Our partners cannot pay us to guarantee favorable reviews of their products or services. Alana Benson is an investing writer who joined NerdWallet in 2019. She covers a wide variety of inves...

Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best from our flagship website with Morningstar for Investors app - monitor the markets, track your portfolio, research securities, and more. Morningstar for Investors app gives you access to comprehensive investment data covering stocks, mutual funds, ETFs, and CEFs plus personalized portfolio tracking tools and the latest commentary, news and videos. Users who are registered with our website can log in to the app to get seamless access to existing accounts. TOP FEATURES * Award-winning analyst research, investment commentary, and videos * Current global market barometers and index performance * Real-time security quotes * Top 10 gainers, losers, and most active securities * Portfolio monitoring tools * Curated news and research pertaining to your investment interests * Premium data and analysis (Premium Membership required) MORNINGSTAR PREMIUM MEMBERSHIP Your membership INCLUDES access to Morningstar's Premium resources and will be automatically renewed until canceled. * Payment will be charged to iTunes Account at confirmation of purchase. * Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period. * Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal. * Subscriptions may be managed by the user and...

IMPORTANT INFORMATION FOR USERS - To use NetXInvestor™ mobile, you must be a client with an account at a financial institution that provides its clients access to their account information via the NetXInvestor website. The financial institution also has to specifically activate the NetXInvestor™ mobile application for its account holders. If you are unable to download the application or have any questions, please contact your broker or investment professional at your financial institution. Stay Connected – NetXInvestor™ mobile provides you with an essential solution for managing your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. NetXInvestor™ mobile lets you manage your financial portfolio in an efficient and user-friendly environment that leverages the look and feel of the website but that fits perfectly for the form factor of the tablet and phone. Through NetXInvestor™ mobile you have fully featured access to account information, such as balances, holdings, activity and order status. Your financial institution may also (optionally) enable you to use NetXInvestor mobile to view real-time quotes and place trades for equities and mutual funds while on the go. Anytime, anywhere—that is the power of mobility. That is the power of NetXInvestor mobile. With just a few clicks from your iPhone or iPad, you can access: • Mobile Check Deposit Feature • Biometric Log In • Push Notifications • Account ba...

Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best from our flagship website with Morningstar for Investors app - monitor the markets, track your portfolio, research securities, and more. Morningstar for Investors app gives you access to comprehensive investment data covering stocks, mutual funds, ETFs, and CEFs plus personalized portfolio tracking tools and the latest commentary, news and videos. Users who are registered with our website can log in to the app to get seamless access to existing accounts. TOP FEATURES * Award-winning analyst research, investment commentary, and videos * Current global market barometers and index performance * Real-time security quotes * Top 10 gainers, losers, and most active securities * Portfolio monitoring tools * Curated news and research pertaining to your investment interests * Premium data and analysis (Premium Membership required) MORNINGSTAR PREMIUM MEMBERSHIP Your membership INCLUDES access to Morningstar's Premium resources and will be automatically renewed until canceled. * Payment will be charged to iTunes Account at confirmation of purchase. * Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period. * Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal. * Subscriptions may be managed by the user and...

You’re our first priority. Every time. NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. They are not intended to provide investment advice. NerdWallet does not and cannot guarantee the accuracy or applicability of any information in regard to your individual circumstances. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. We believe everyone should be able to make financial decisions with confidence. And while our site doesn’t feature every company or financial product available on the market, we’re proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward — and free. So how do we make money? Our partners compensate us. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Our partners cannot pay us to guarantee favorable reviews of their products or services. Alana Benson is an investing writer who joined NerdWallet in 2019. She covers a wide variety of inves...

Pamela de la Fuente joined NerdWallet after 17 years as a writer and editor at companies including Sprint and The Kansas City Star. She is a thought leader in content diversity, equity and inclusion and a two-time winner of the Kansas City Association of Black Journalists' President's Award. Most recently, she was an editorial director at Hallmark Cards. Her work has been featured on Hallmark.com, Motherly.com and KansasCity.com. Email: Why you can trust NerdWallet's picks: Our writers and editors together have more than 50 years of experience writing about finance, and follow strict guidelines to maintain editorial integrity . We do a deep, independent analysis of dozens of investment firms, sorting through the details to find and evaluate the information investors want when choosing an investing account. To see our full methodology and learn more about our process, read our criteria for evaluating robo-advisors . In a volatile stock market, low-cost financial advice and investment management can be more valuable than ever. Robo-advisors can be an accessible way to get it: These services build and manage an investment portfolio for you for a fraction of what the typical financial advisor might charge, allowing you to be hands-off with your investments. The number of robo-advisors has swelled in recent years, as has the range of services. Many robo-advisors now offer socially responsible investment portfolios, access to human financial advisors for basic investment and fin...

Optimizing your investment portfolio is at the heart of building wealth. It’s not enough to just contribute to a 401(k), individual retirement account (IRA) or brokerage account and call it a day—you have to make investing goals, decide how much money to contribute and then choose the right asset allocation to reach your goals. Picking the right assets and aligning your allocation with your goals can be tough. An investing app for portfolio management can make that job a lot easier. Countless options are available, from simple free apps to relatively expensive, in-depth analysis tools. In many cases, portfolio management features are just one option among many offered by a platform. There are also a few single-function apps dedicated to managing your investment portfolio. Forbes Advisor has compiled a selection of the best investing apps for portfolio management. Our list looks at the best options for different types of self-directed investors, from beginners who are just getting started to advanced investors with sophisticated needs. You can access Empower’s very well-regarded investment management tools without signing up for the robo-advisor service. The only drawback is that you may need to field a phone call and pitch from an Empower representative, which is a small price to pay to access this valuable resource. After linking your investment accounts to Empower, the platform aggregates your data and provides a look at your The investing category provides you with a vi...