Free

Details

  • Released
  • Updated
  • April 2, 2020
  • May 6, 2026
PlanMember screenshot #1 for iPhone
PlanMember screenshot #2 for iPhone
PlanMember screenshot #3 for iPhone
PlanMember screenshot #4 for iPhone
PlanMember screenshot #5 for iPhone
PlanMember screenshot #6 for iPhone
🖼️Get Icon
Icons↘︎

About

Access your PlanMember accounts securely and easily from your mobile device. Manage investments, view transactions, deposit checks, and contact your financial professional.

Account balance and transaction history
Direct investment from linked bank accounts
Mobile check deposit and withdrawal
Notifications for trade confirmations
View and download account documents
Profile and settings management
Show original description

What's New in PlanMember

2.0.23

May 6, 2026

Our newest release includes: 1) Performance improvement and bug fixes

User reviews

Useless

Useless app all i can see is my balance and there is nothing more I can do

Terrible App

For such a large company, this app is brutal. Make it more user friendly. Make it easier to see investment performance.

Developer apps

FAQ

What can I do with PlanMember?

PlanMember allows you to access your investment account balances, view transaction history, make periodic investments, and initiate withdrawals. You can also deposit checks and contact your financial professional directly through the app.

Is PlanMember secure?

Yes, PlanMember provides secure access to your accounts. It supports 2-Step Authentication and allows you to manage your username and password settings within the app for enhanced security.

Can I invest directly into my PlanMember account?

Yes, you can invest directly in your PlanMember account from a linked bank account. The app simplifies this process through ACH transactions setup.

How do I get help with PlanMember?

You can contact your PlanMember Financial Professional or the PlanMember Service Center with one-tap access directly from the app. This ensures quick and easy support for your account needs.

Does PlanMember have ads?

No, PlanMember is ad-free. The app focuses on providing a seamless and secure experience for managing your financial accounts without interruptions from advertisements.

What devices does PlanMember support?

PlanMember is available for iPhone and iPod devices. The app is designed to offer a convenient mobile experience for these platforms.

How often is PlanMember updated?

The latest version of PlanMember is 2.0.20, last updated on March 6, 2026. While this indicates a recent update, specific update frequency is not detailed, but the version history suggests ongoing development.

What is the user sentiment for PlanMember?

PlanMember has a rating of 3.6 stars from 22 ratings. This suggests a generally positive but mixed user reception, with room for improvement in user satisfaction.