AssetMark Mobile

AssetMark Mobile

by AssetMark, Inc.

72 ratings
36 reviews
Free

Details

  • Released
  • Updated
  • September 4, 2023
  • September 17, 2026

Features

AssetMark Mobile screenshot #1 for iPhone
AssetMark Mobile screenshot #2 for iPhone
AssetMark Mobile screenshot #3 for iPhone
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About

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

Intuitive investment navigation
Portfolio performance tracking
Visualizations of portfolio data
Smartphone access to account information
On-the-go investment management
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What's New in AssetMark Mobile

3.3.1

September 17, 2026

Implemented the new Okta authentication flow. Updated Okta login page for a mobile-friendly user experience. Resolved login issue with users who successfully authenticated with biometrics Face ID.

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User reviews

Disgruntled user

Terrible app. Doesn’t give the dark feature as an option. Fonts are too small hard to read on a phone. Cannot move from page to page without freezing. I had to turn off my phone to get out of the app. Doesn’t hold passwords.
I will most likely drop this company and return to my former financial co.

Pretty clunky

I login sometimes it takes five minutes just to get to the logon screen. When I’m finished looking at my data, the account button and it doesn’t let me log out. I basically killed the session just to get out of. I try and stay away as often as possible

Need to upgrade

Very frustrating that you can’t save your login and password information so you have to enter manually every time. Also why offer the option to “do not challenge me on this device for 30 days” if it doesn’t work??

Terrible App

For a company that holds all the money, you would think some of it would be used for a better app with a nice UX. Not around here! This app is glitchy, clunky, ugly, and NEVER ACCEPTS MY LOGIN CREDENTIALS. I literally have to change my password each and every time I’m logged out because when I try to login using my credentials that I know are true and accurate, the app is like— NOPE. Genuinely despise this app with a heated passion. Fix it please, for the love of god.
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Blank Screen

Never had any problems before but today I’m trying to get logged in and when I opened the app today all I got was a blank screen. I am able to login on the website.

Developer apps

FAQ

What does AssetMark Mobile do?

AssetMark Mobile provides users with a user-friendly interface to access and track their investments anytime, anywhere. It allows for easy navigation of portfolios and offers clear visualizations of summary data and sharp graphics for insights.

What are the key features of AssetMark Mobile?

Key features include an intuitive interface for navigating investments, access to portfolio visualizations with sharp graphics, and the ability to access account information conveniently from a smartphone, even when away from a laptop.

Is AssetMark Mobile free to use?

Based on the provided information, the app is available for free. There is no mention of subscription fees, in-app purchases, or advertisements within the application's description.

Who is AssetMark Mobile designed for?

This app is designed for U.S. residents who are investors and want to stay on top of their portfolios. It's for individuals who need to access and track their investment information conveniently from their smartphones.

What kind of investment information can I access?

You can access and track your investments, view portfolio summary data, and see visualizations of your portfolio's performance. The app aims to provide the insights you need regarding your investments directly on your mobile device.