Use our app to gain instant access everywhere you go.
Switch between Your Plan Access Dashboard, Your Plan Access Management, Notes, and access current contact information all on your device.

The dashboard provides you with an overview for retirement including projected income and goal. View your account balance and get your retirement analysis with a tap. Easily view or change your contribution rate and read helpful retirement tips. Recent activity is available with selectable date ranges along with an overview of the entire portfolio.

What’s New

Version 1.0.8

Fixed information in the About tab to contain proper contact information.
Added email to the About page.
Updated loading screen with new visuals.
Fixed formatting for the Dashboard screen.
Updating placement for account balance, investment, portfolio and recent activity.

Ratings and Reviews

1.0 out of 5
1 Rating

1 Rating

westbenjamin ,

Not sure why you bothered

The app is nothing more than a simple wrapper for the website. (Which doesn’t have a responsive enough design to format correctly on mobile devices... I can’t see all of the data and scroll bars appear forcing me to scroll left and right to access data) It doesn’t provide any authentication benefits such as Touch ID or Face ID to make remembering complex passwords unnecessary. In addition, the app does not integrate with the password managers that the iPhone supplies. It then goes as far to disallow copy paste of passwords so now I am forced to write my password down somewhere in order to log in or use a simple password that is possible so I can remember it. (therefore opening myself up to it being compromised) Lastly, the app isn’t compatible with the recent versions of the iPhone with the notch at the stop of the screen. The buttons at the top are cut off by the notch.


Noble-Davis Consulting, Inc.
42.1 MB

Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

Age Rating
Unrestricted Web Access


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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