AssetMark Mobile User Reviews

Top reviews

Terrible

App doesn’t work. Super buggy. I can’t believe an asset management company would risk assets with such an unworkable app.

John Rowles

This app sucks every time I log on and I select the category just searches

App needs work

Works about 10% of the time. Then i need to delete the app and reinstall it. Then it “might” work once or twice.

Very bad app

Every time I use it it gets stuck re loading and you have to re start your whole iPhone to have it working again

Very bad app

Every time I use it it gets stuck re loading and you have to re start your whole iPhone to have it reset. This is NOT acceptable!!!!

Slow mark

I thought some apps were slow to update but this is this the worst. It spins and spins. Then it doesn’t update with the market daily.

Pain

Every time the system has a notice at the top, you can not scroll down far enough to get logged in when you have to refresh crendentials

Junk

Why can’t this team of developers get it together. This app is always lagging behind.

Unbelievably bad

When our new financial advisor wanted to move our investments from Charles Schwab to Assetmark, we reluctantly agreed. That was a HUGE mistake. When i saw the 2.2 rating I was concerned, now now I think that rating is too high. When i tried to get Assetmark to call my landline with a security code, the first 2 times, it said “calling”, but no call came. The 3rd time a call came, but there was no recording. The 4th time it worked. Then came the security question “in what city were you born?” I was born in Kansas City, but I could not use that, because the word “city” appeared in the question. After finally getting in, I tried to dig down to individual holdings. When I could not find anything, I clicked on “Overview” and that resulted in the spinning wheel hang up. I closed the app and relaunched—still spinning wheel hang up. I had to reboot my iPad. When I got back in, clicking on “Overview” again hung up the app. This app does not appear to have been well tested before release.
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Terrible app

App keeps freezing once you log in. No way to see actual holdings just some generic data. Also not able to make changes to method of delivery of documents.

Can’t even log in

Try periodically for MONTHS to log in. Never works. Have to go to the web browser version to check my account.

Horrible app

This app never works. The system is ALWAY unavailable every time I log in on the app. Terrible

Terrible App

The app always freezes or glitches. It asks for me to login and do 2 factor authentication all the time even tho I check the “don’t challenge me again on this device” box every time. And half the time when i do log in it is “unavailable”

Poor App

It does not log me in with face recognition and will occasionally just not load. Assetmark has the resources to build a proper app, please invest in this for the sake of clients who are trusting you with their money.

Sign in

Some to sign in every day despite asking the app to remember my credentials.

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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Not usable

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

Improvements Made

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

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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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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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.