Best Practice Report

The Forrester Digital Experience Review™: US And Canada Mobile Investing Apps, Q1 2023

We Evaluate 12 Mobile Apps In North America

Vijay Raghavan
 and  three contributors
Mar 24, 2023

Summary

Investors use mobile investing apps to research and trade securities, learn about investment trends and issues, and to make financial planning decisions. We evaluated the mobile investing applications of 12 investing firms across the US and Canada to gauge the ease and effectiveness of their functionality and to identify which provide the best practices in user experience. This report lays out where they excel, where they fall short, and how digital executives and their teams can learn from and improve the experiences they offer retail investors.

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