Best Practice Report

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

We Evaluate 12 Mobile Apps In North America

March 24th, 2023
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
Gina Bhawalkar, Principal Analyst
Gina Bhawalkar Principal Analyst
Senem Guler Biyikli, PhD, Analyst
Senem Guler Biyikli, PhD Analyst
Sohm Gough, Researcher
Sohm Gough Researcher
With contributors:
David Hoffman , Aaron Suiter , Jen Barton

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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