PlanLink

Spectrum Pension Consultants, Inc.

About this app

PlanLink is an all-in-one tool to help you manage your retirement plan!

• Enroll in your retirement plan in 5 minutes or less
• Easily manage your investment portfolio
• Change your contributions
• Request a loan, rollover, or lump sum cash withdrawal (if available)
• View your portfolio rate of returns
• Search transaction history on your account
• Get live fund performance data and prospectus
• Biometric Authentication for fast & secure login
• Take control of your retirement!

Ratings and reviews

There's not very many features. It's not really good. I use the Charles Schwab app for trading, and it is 10 times better, even just looking at my roth on the Charles Schwab app it is really easy. They make it easy to move stuff around. If you wanna change where your money is going on assets but this app it's quite annoying to use. I would say it isn't user-friendly at all.

Veryy basic on the amount of tools available. Also does not explain what the user is reading very well.

Quick and easy to use. Information is presented clearly and app works well.

What’s new

We've given PlanLink a major refresh! Enjoy a cleaner, more modern experience, smarter forms with intelligent field formatting, and support for GROUPIRA Voluntary contributions via Plaid. We've also enhanced performance and security with updates behind the scenes and bug fixes throughout. You'll notice a new app icon, too—PlanLink is now powered by Daybright Financial while remaining the same trusted app you know. Thanks for using PlanLink!