AssetMark Mobile User Reviews

ASSETMARK, INC.

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Terrible

This app is awful. The data between screens does not match (performance info). The data does not match the actual web site. Every time I use the self generated password it does not save it. Every time I choose my own password it tells me it’s incorrect when I log back in. I even set up Face ID to sign in and once I signed out the Face ID option was completely gone the next time I tried to sign on. If they can’t build a decent app I’m not sure I should trust them with my retirement.

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dj's iphone

3 months ago

Not usable

When I use the same username and password as the website, the app won’t recognize me.

Paul.law

3 months ago

Improvements Made

Thank you for fixing the FaceID/login credentials issues. App is very easy to access now. Thanks for listening to customer feedback.

DeeBo278

5 months ago

Response from developer

Thank you for bringing these issues to our attention. We apologize for any inconvenience caused and are committed to ongoing improvements and updates. For personalized assistance or to discuss your feedback further, please contact our team at assetmarkmobile@assetmark.com.

Can’t get past prefs

The only thing I see in this app is the privacy and data preferences screen.

I assume somewhere offscreen is an “I accept” button, but apparently the developers did not account for different phone screen sizes and neglected to include a scroll function?

Idk but it’s completely unusable.

(Website isn’t much better on mobile. At least I can log in and see balances.)

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Strijo

6 months ago

Response from developer

We apologize for any difficulties you've encountered with our app and want to help resolve any issues. For personalized assistance or to discuss your feedback further, please contact our team at assetmarkmobile@assetmark.com.

Disappointed

App won’t save my credentials, FaceID won’t work either. Have to manually enter every time, even though I check “Remember Me” every time. Also data is outdated as others have mentioned. I was just forced to move to this app from NetXInvestor and I’m very disappointed. Apps worked better 10 years ago.

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DeeBo278

6 months ago

Response from developer

Dated Info

Data is a day or so behind. Gets really tiring to be challenged on the same device weekly despite checking the opt out.

Momtwins95

6 months ago

Response from developer

We appreciate your feedback regarding the AssetMark Mobile App and are committed to making continuous improvements. For personalized assistance or to discuss your feedback further, please contact our team at assetmarkmobile@assetmark.com.

Unable to login consistently

The only way I can access the app is to change my pw every time. It will not maintain my password. It loading it to another device, it doesn’t even offer a login option for existing clients.

Annoyed75336

6 months ago

Response from developer

We apologize for the challenges you've faced while using our app and we want to help resolve any issues. For personalized assistance or to discuss your feedback further, please contact our team at assetmarkmobile@assetmark.com.

Suggested enhancements

I like the app but wish each asset class could be broken down further to the individual stock level.

Also, could a Face ID be implemented for login purposes.

Thank you.

Mike S. M