# Plain Wealth — Stay connected to your Advisor

> Secure financial account access and advisor communication platform. (iPhone/iPad app by Plain Solutions, LLC.)

- Source: https://appshunter.io/ios/app/plain-wealth/id1574037057 (this page in markdown: same URL + `.md`)
- Developer: [Plain Solutions, LLC](https://appshunter.io/developer/1574037059)
- Category: Finance, Productivity
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 14.1 · 22 MB
- Languages: English
- Released: 2021-07-26
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/plain-wealth/id1574037057/reviews.md

## What is Plain Wealth?

Stay connected to your financial future through the Plain Wealth App. Available exclusively through your Registered Independent Advisor(RIA) representative or other financial/insurance professional, this platform offers unparalleled access to the financial information most important to you. Leveraging industry leading security, with two-factor and biometrics for the user, Plain Wealth easily opens for you, and only you.
To get started, if your Plain Wealth System  Registered Independent Advisor(RIA) representative or other financial/insurance professional financial rep to create your account. Download the app. Then, use the onboarding link emailed to you and instructions to complete your initial login and setup. The rest is easy: view your accounts, stay connected, and engage with your advisor/representative at your convenience.

## Key features

- Secure account access
- Advisor communication
- Financial information hub
- Two-factor authentication
- Biometric login


## Frequently asked questions about Plain Wealth

### 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.

## Version history (last 5 releases)

### 1.7 — 2022-05-02

Improved UI for insurance products. Minor bug fixes.

### 1.4 — 2022-03-22

Improved insurance experience.

### 1.3 — 2022-02-21

Increased visibility into life insurance products.  Minor bug fixes.

### 1.20 — 2021-12-01

Better account information.  Bug fixes.

### 1.19 — 2021-09-18

Add seminar directly to your calendar. Improved experience for smaller screens.

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## More apps by Plain Solutions, LLC

- [SFC Client](https://appshunter.io/ios/app/sfc-client/id1574037349)

All apps by Plain Solutions, LLC: https://appshunter.io/developer/1574037059

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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 2026-06-10.*