# AssetMark Mobile — user reviews

> 35 indexed App Store user reviews of AssetMark Mobile by ASSETMARK, INC., rated 2.21/5 from 48 ratings.

- Source: https://appshunter.io/ios/app/assetmark-mobile/id6444897305/reviews
- App overview in markdown: https://appshunter.io/ios/app/assetmark-mobile/id6444897305.md
- Rating breakdown: 5★ 8 · 4★ 4 · 3★ 4 · 2★ 6 · 1★ 26

## Newest reviews (12 of 35)

### 1/5 — Junk

*2025-08-15, version 3.2.0*

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

### 1/5 — Unbelievably bad

*2025-07-30, version 3.2.0*

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.

### 1/5 — Terrible app

*2025-07-02, version 3.2.0*

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.

### 1/5 — Can’t even log in

*2025-05-12, version 3.2.0*

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

### 1/5 — Horrible app

*2025-04-28, version 3.2.0*

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

### 1/5 — Terrible App

*2025-04-24, version 3.2.0*

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”

### 1/5 — Poor App

*2025-02-17, version 3.1.0*

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.

### 1/5 — Terrible

*2024-10-11, version 3.0.0*

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.

### 1/5 — Not usable

*2024-10-01, version 3.0.0*

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

### 1/5 — Can’t get past prefs

*2024-07-20, version 2.0.5*

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.)

### 1/5 — Disappointed

*2024-07-10*

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.

**Developer response:** 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.

### 1/5 — Unable to login consistently

*2024-06-30, version 2.0.5*

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.

## Most critical reviews (10 lowest-rated)

### 1/5 — Pretty clunky

*2026-06-28, version 3.2.0*

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

### 1/5 — Need to upgrade

*2026-06-17, version 3.2.0*

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??

### 1/5 — Terrible App

*2026-06-04, version 3.2.0*

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.

### 1/5 — Horrible app

*2026-05-15, version 3.2.0*

Won’t work after yesterday’s update. Won’t save name. Fix this app.

### 1/5 — Terrible

*2026-03-10, version 3.2.0*

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

### 1/5 — John Rowles

*2026-02-04, version 3.2.0*

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

### 1/5 — App needs work

*2025-11-27, version 3.2.0*

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

### 1/5 — Very bad app

*2025-11-16, version 3.2.0*

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

### 1/5 — Very bad app

*2025-11-05*

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!!!!

### 1/5 — Slow mark

*2025-10-25, version 3.2.0*

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.

## Most praised reviews (10 highest-rated)

### 5/5 — Suggested enhancements

*2024-06-12, version 2.0.5*

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.

### 5/5 — Love it!

*2024-04-22, version 2.0*

So easy to use - love the app and how user friendly it is!

### 5/5 — Great App

*2024-04-22, version 2.0*

App is very easy to use to view all of your accounts.  Perfect for keeping track of everything.

### 4/5 — Improvements Made

*2024-08-13, version 3.0.0*

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

### 3/5 — Dated Info

*2024-06-30, version 2.0.5*

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

### 3/5 — App Differs From Web Portal

*2024-02-06, version 2.0*

Figures and documents do not agree between the two platforms - web portal and app. 
Latest docs not available on app and don’t know which set of figures are real.

### 2/5 — Blank Screen

*2026-05-15, version 3.2.0*

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.

### 2/5 — Pain

*2025-08-20, version 3.2.0*

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

### 2/5 — Sign in

*2025-01-08, version 3.0.0*

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

### 2/5 — App not updating regularly.

*2024-02-05, version 2.0*

I like the way the app looks, but is not updating. It has showed the same data for the past several days. Would be nice to see it updated each day.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-21.*
