Access your PlanMember accounts securely and easily from your mobile device. Manage investments, view transactions, deposit checks, and contact your financial professional.
2.0.26
August 5, 2026
Some biometrics updates
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.
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.
Yes, you can invest directly in your PlanMember account from a linked bank account. The app simplifies this process through ACH transactions setup.
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.
No, PlanMember is ad-free. The app focuses on providing a seamless and secure experience for managing your financial accounts without interruptions from advertisements.
PlanMember is available for iPhone and iPod devices. The app is designed to offer a convenient mobile experience for these platforms.
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.
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.
