PlanMember

Planmember Services

About this app

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 [phone]. 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.

Ratings and reviews

It's pretty basic. All you can see are your accounts, the change (though I'm not sure what period the change is monitoring? Daily? Weekly), and files. I wish it had a total assets section where it adds everything together for you as well as a place to monitor growth over time with a line graph. The statements only have pie charts for asset allocation. I also wish plan member connected with the mint app.

The app has at more then a few times failed to work. I would also like it to be easyier to find the button to add to my investments. Other then that I find the app enjoyable to use. The company itself has excellent services! Highly recommend To talk to your finacial profesionals.

App won't open on Android phone. I've uninstalled and reinstalled to no avail. Just the initial splash screen shows. Works great on my iPad. Useless on my phone!

What's new

Our newest release includes:
1) Linking bank accounts to PlanMember
2) Minor bug fixes