For PlanMember clients, the PlanMember App provides you fast, easy and secure access to your PlanMember accounts and related information, right from your mobile device.
Features include:
*Access your PlanMember accounts including balances, allocations, periodic investments, systematic withdrawals, transaction history and review of your beneficiaries
*One-tap contact with your PlanMember Financial Professional or the PlanMember Service Center
*Invest directly in your PlanMember account from linked bank account, via a simple ACH transactions setup process
*Easily deposit checks into or withdraw from your PlanMember account, right from your mobile device
*Notifications feature, including trade confirmations and important messages from PlanMember
*View and download documents including statements, trade confirmations, tax and account documents.
* Review and edit your PlanMember profile and account settings, including username and password, eDelivery preference, 2-Step Authentication, trusted contact and ordering a PlanMember Membership Card
Important Information:
The PlanMember Client App is for use by clients with a PlanMember account.
Use of the PlanMember Client App is subject to terms of use, including those set forth in the PlanMember privacy policy located at planmember.com/members/privacy.
Securities and advisory services offered through PlanMember Securities Corporation.
A registered broker/dealer, investment advisor and member FINRA / SIPC Before investing, carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price. Asset allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.
This is by far the least helpful app I have used compared to all the other investment apps. There is no way to see performance over time which is such a basic function. This needs a complete overhaul or it will quickly become a reason people move away from using Planmember. At the minimum have an option to transfer money and have a way to see growth over a time period. As it currently sets all you can do is see total amount in accounts and total gains.
Terrible App
Leffots64
For such a large company, this app is brutal. Make it more user friendly. Make it easier to see investment performance.
Poor Quality
ggzenmen
Amounts on investments are not updated after 8pm, confusing and misleading.
See balance and this it’s
Piebug
Useless app besides being able to see the amount of money
Our newest release includes:
1) Minor bug fixes
Version 2.0.28
The developer, PlanMember Financial Corp, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
