AssetMark Mobile

AssetMark Mobile

by AssetMark, Inc.

80 ratings
39 reviews
Free

Details

Released
September 4, 2023
Updated
October 27, 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 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 investment data
✓Anytime, anywhere access
✓Account information access
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What's New in AssetMark Mobile

3.3.3

October 27, 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. Fixed Market Value Chart. Other Enhancements

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User reviews

App doesn’t load

I’m running the latest iOS and most up to date version of the app. Does not load. Not good.

Annoying

Have to change my password everytime I get logged out

Very useful

Very useful , and good performance

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

Developer apps

FAQ

What is AssetMark Mobile?

AssetMark Mobile is a free application designed to help users access and track their investments. It provides an intuitive interface for navigating portfolios and viewing performance data with clear visualizations.

Is AssetMark Mobile secure?

While the description does not detail specific security measures, the app is developed by AssetMark, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission. Users should always practice good security habits when accessing financial information on mobile devices.

What devices support AssetMark Mobile?

AssetMark Mobile is supported on iPhone and iPad devices. It is designed for users who need to access their account information conveniently from their smartphones.

How often is AssetMark Mobile updated?

The latest version available is 3.3.3, and the app was last updated on October 27, 2026. This indicates a history of regular updates to maintain functionality and potentially add new features.

What are the risks of using AssetMark Mobile?

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For detailed information on investment objectives, risks, and fees, users should refer to the Disclosure Brochure and applicable Fund Prospectus.

Can I make investment decisions directly through AssetMark Mobile?

The app is described as providing access to account information and portfolio tracking. It is for informational purposes and not a solicitation for investment, legal, or tax advice. Consult with AssetMark or your Financial Advisor for specific investment guidance.

What is the user rating for AssetMark Mobile?

AssetMark Mobile has a rating of 1.9 stars from 80 ratings. This suggests that while the app offers core functionality, user satisfaction may be a concern.

Does AssetMark Mobile have ads?

No, AssetMark Mobile does not contain advertisements. The app is free to download and use without interruptions from ads.