Best Investment Apps in 2025 – Forbes Advisor

Why We Like It

Like Fidelity’s platform, the Charles Schwab app is packed with information and resources that can be challenging. As a stand-alone app, it’s clunky. But it’s a great way to check in on your Schwab products and investments.

Since absorbing TD Ameritrade, Schwab’s research capabilities have become impressive. We’re talking next-level analytical tools that would make any advanced investor grin. But here’s the thing: It’s not just for Wall Street types. Beginners will appreciate its low-cost index funds, zero-commission trading, and helpful educational resources.

Schwab really shines for people who are fully invested in its ecosystem. If you have a Schwab checking account, retirement account or brokerage account, the app becomes a powerhouse of integrated money management. The seamless connection between different financial products is something most competitors can’t touch.

Why We Don’t Like It

Reviews of Schwab’s app frequently mention app lags, crashes while trying to execute trades, inaccurate pricing information (likely due to lagging) and describe it as an unpleasant experience.

Who It’s Best For

People who use a lot of Schwab products and want to check them all in one place.