# PlanMember

> Secure mobile access to PlanMember investment accounts and financial services. (iPhone/iPad app by PlanMember Financial Corp.)

- Source: https://appshunter.io/ios/app/planmember/id1494033674 (this page in markdown: same URL + `.md`)
- Developer: [PlanMember Financial Corp](https://appshunter.io/developer/1494033673)
- Category: Finance, Productivity
- Price: Free
- Rating: 3.30/5 from 29 App Store ratings · 4 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 107 MB
- Languages: American English
- Released: 2020-04-02
- Data updated: 2026-08-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/planmember/id1494033674/reviews.md

## What is PlanMember?

For PlanMember clients, the PlanMember App provides you fast, easy and secure access to your PlanMember accounts and related information, right from your mobile device.
 
Features include:
*Access your PlanMember accounts including balances, allocations, periodic investments, systematic withdrawals, transaction history and review of your beneficiaries
*One-tap contact with your PlanMember Financial Professional or the PlanMember Service Center
*Invest directly in your PlanMember account from linked bank account, via a simple ACH transactions setup process
*Easily deposit checks into or withdraw from your PlanMember account, right from your mobile device
*Notifications feature, including trade confirmations and important messages from PlanMember
*View and download documents including statements, trade confirmations, tax and account documents.
* Review and edit your PlanMember profile and account settings, including username and password, eDelivery preference, 2-Step Authentication, trusted contact and ordering a PlanMember Membership Card
Important Information:
The PlanMember Client App is for use by clients with a PlanMember account.
Use of the PlanMember Client App is subject to terms of use, including those set forth in the PlanMember privacy policy located at planmember.com/members/privacy.
Securities and advisory services offered through PlanMember Securities Corporation.
A registered broker/dealer, investment advisor and member FINRA / SIPC Before investing, carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price. Asset allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.

## Key features

- 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

## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/planmember/id1494033674/reviews.md

### 2/5 — Poor Quality

*2026-08-06*

Amounts on investments are not updated after 8pm, confusing and misleading.

### 1/5 — See balance and this it’s

*2026-08-05*

Useless app besides being able to see the amount of money

### 1/5 — Useless

*2026-03-20*

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

### 2/5 — Terrible App

*2025-08-05*

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

## Frequently asked questions about PlanMember

### 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.

## Version history (last 5 releases)

### 2.0.27 — 2026-08-20

Our newest release includes:
1) Minor bug fixes

### 2.0.26 — 2026-08-05

Some biometrics updates

### 2.0.24 — 2026-07-23

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

### 2.0.23 — 2026-05-06

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

### 2.0.22 — 2026-04-17

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

## Apps similar to PlanMember

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Santa Barbara Teachers F.C.U.](https://appshunter.io/ios/app/santa-barbara-teachers-fcu/id1645351222) | 4.9 (578) | Free | Finance |
| [Gulf Coast Educators FCU](https://appshunter.io/ios/app/gulf-coast-educators-fcu/id714397655) | 4.9 (17,071) | Free | Finance |
| [Equitable Retirement Guide](https://appshunter.io/ios/app/equitable-retirement-guide/id579359525) | 5.0 (6) | Free | Finance |
| [HawaiiUSA FCU Mobile Banking](https://appshunter.io/ios/app/hawaiiusa-fcu-mobile-banking/id585767460) | 4.9 (21,504) | Free | Finance |
| [California Casualty](https://appshunter.io/ios/app/california-casualty/id6738502289) | 3.8 (4) | Free | Finance |
| [FF Mobile Account](https://appshunter.io/ios/app/ff-mobile-account/id930739311) | 4.7 (1,245) | Free | Finance |

## More apps by PlanMember Financial Corp

- [myPlanMember™](https://appshunter.io/ios/app/myplanmember/id6677056980)

All apps by PlanMember Financial Corp: https://appshunter.io/developer/1494033673

---

*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 2026-08-23.*
