Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.
2026.2.0
July 9, 2026
We've given PlanLink a major refresh. Here's what's new in this release: • A Fresh, Modern Experience Every screen has been redesigned with a cleaner, more polished look and feel, making it easier than ever to navigate your retirement account. • Smarter, Simpler Forms We've replaced date pickers with intelligent field formatting for dates, phone numbers, and Social Security numbers. Completing forms is now faster and more intuitive. • New: GROUPIRA Voluntary Contributions IRA members can now make GROUPIRA Voluntary contributions by securely linking a bank account through Plaid. • Performance & Platform Improvements Behind the scenes, we've modernized the technology powering PlanLink to enhance performance, strengthen security, and deliver a smoother experience, along with numerous bug fixes. • Now Powered by Daybright Financial You may notice a new app icon and splash screen. PlanLink is now powered by Daybright Financial. While our look has evolved, it's still the same trusted PlanLink app, built and supported by the team dedicated to delivering the best possible experience. Thank you for using PlanLink!
MoreThis app allows you to enroll in retirement plans quickly, manage your investment portfolio, change contribution amounts, and request loans or withdrawals. You can also view your portfolio's rate of returns, search your transaction history, and access live fund performance data.
Based on the provided information, the app is free to use and does not have in-app purchases or advertisements. There are no indications of a subscription model or a one-time purchase fee.
The application utilizes Touch/Face ID for fast and secure authentication, providing a convenient yet protected way to access your account information and manage your retirement plan.
This app is designed for individuals who are looking for a convenient and secure way to manage their retirement savings and investment portfolios. It is suitable for those who want to take control of their financial future.
