Plain Wealth
Stay connected to your Advisor
Archived App (Last seen on 17 Sep 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Connect with your financial advisor and access your financial information securely. This platform provides easy access to your accounts and facilitates communication with your representative. Setup is initiated by your advisor.
What's New in Plain Wealth
1.7
May 2, 2022
Improved UI for insurance products. Minor bug fixes.
Developer apps
FAQ
How do I get started with Plain Wealth?
To begin, your Registered Independent Advisor (RIA) representative or financial/insurance professional must create your account. You will then receive an onboarding link via email to complete your initial login and setup.
Is Plain Wealth secure?
Yes, Plain Wealth utilizes industry-leading security measures, including two-factor authentication and biometrics, to ensure only you can access your financial information.
What devices does Plain Wealth support?
Plain Wealth is available on iPhone and iPod devices.
How often is Plain Wealth updated?
The latest version, 1.7, was released on May 2, 2022. Updates are provided by the developer to enhance functionality and security.
Can I view all my financial accounts through Plain Wealth?
The app provides access to the financial information most important to you, as managed through your advisor's platform.
Does Plain Wealth have ads?
No, Plain Wealth does not contain advertisements.
What is the age rating for Plain Wealth?
Plain Wealth has an age rating of 4+, making it suitable for a wide range of users.
Can I communicate with my advisor through Plain Wealth?
Yes, the app is designed to help you stay connected and engage with your advisor/representative at your convenience.
