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Best Secure iPhone Apps for Banking

The digital age has brought about many changes, one of which is the way we handle our finances. No longer do we have to go to the bank or insurance company to take care of business. Today, we can do all of our banking, insurance, and financial planning from our smartphones! In this blog post, we will discuss some of the best secure iPhone apps for banking, insurance, and budgeting. We will also talk about how to create a digital legacy plan for your loved ones in case something happens to you.

The best secure iPhone apps for banking include:

– Chase Mobile

– Wells Fargo Mobile

– Bank of America Mobile Banking

Each of these apps offers great features, such as the ability to check account balances and transactions, transfer money between accounts, pay bills, and more.

The best secure iPhone apps for insurance include:

– Allstate Mobile

– GEICO Mobile

– State Farm Pocket Agent

These apps allow you to view your insurance policy information, make claims, find agents, and more.

The best iPhone app for budgeting is This app allows you to track your spending, create budgets and see how your current spending habits compare to your budget goals. You can also receive alerts when you go over budget in a certain category.

The best iPhone app for financial planning is E*TRADE Mobile. This app allows you to trade stocks, bonds, and mutual funds, as well as track your portfolio performance. You can also use the app to get real-time quotes and news about the markets.

Creating a digital legacy plan is important for ensuring that your loved ones can access your important financial information in case something happens to you. One way to create a digital legacy plan is to store your financial documents in a secure online storage service, such as Dropbox or iCloud. You can also create a list of all of your online accounts and passwords, and give this list to a trusted family member or friend.
The challenge however with these options is that it is quite difficult to know where to begin. We often feel paralyzed when we try to figure out what we need to gather. There is an amazing web-based application that guides you through the process using yes or no questions only. You can find out more at  Read more here

We hope this blog post has been helpful! If you have any questions, please don’t hesitate to contact us. And be sure to check out our website for more great tips on digital organization and security. Thank you for reading!


Jaclyn Strauss

Every two weeks, Jaclyn contributes to the newsletter sharing her best tips on how ambitious women can have rewarding careers AND be badass moms. Jaclyn Strauss, CPA is a mid-level executive for a Fortune 100 company with multiple passions. She is the founder of her own company called My Macro Memoir and has become a leading efficiency expert by putting her skills and knowledge to work by creating a secure place for families to digitally organize themselves with the thinking done for them. Jaclyn leads with her heart in all that she does and has a passion to serve the greater good of her local community and beyond.