# PMM Wealth

> Secure mobile access to financial account details, performance, and transaction history. (iPhone/iPad app by MBI Investment Advisors, Inc..)

- Source: https://appshunter.io/ios/app/pmm-wealth/id1478932721 (this page in markdown: same URL + `.md`)
- Developer: [MBI Investment Advisors, Inc.](https://appshunter.io/developer/1478932720)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2019-09-06
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pmm-wealth/id1478932721/reviews.md

## What is PMM Wealth?

The PensionmarkMeridien Wealth app offers clients access to account details on the go. Use the app to check your account values, performance, transaction history and more. The platform utilizes highly secure layers of control to protect your information.

## Key features

- Account value tracking
- Performance monitoring
- Transaction history review
- Secure information access
- On-the-go account details


## Frequently asked questions about PMM Wealth

### What can I do with PMM Wealth?

PMM Wealth allows you to check your account values, view performance, and review your transaction history directly from your mobile device. It provides secure, on-the-go access to your financial account details.

### Is PMM Wealth secure?

Yes, PMM Wealth utilizes highly secure layers of control to protect your financial information. The app is designed with robust security measures to ensure your data is safeguarded.

### What devices support PMM Wealth?

PMM Wealth is available for iPhone, iPad, and iPod devices. It is designed for iOS users who want to manage their finances on the go.

### How often is PMM Wealth updated?

The latest version of PMM Wealth is 5.14.0, last updated on September 5, 2024. Regular updates ensure the app remains secure and functional.

### What is the user rating for PMM Wealth?

PMM Wealth has an excellent rating of 5.0 stars based on 2 user reviews. This indicates a high level of user satisfaction with the app's functionality and performance.

### Does PMM Wealth have ads?

No, PMM Wealth does not contain advertisements. As it is a free application with no in-app purchases or ads, users can enjoy an uninterrupted experience.

### What is the age rating for PMM Wealth?

PMM Wealth has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

### Where can I find my transaction history in PMM Wealth?

You can easily review your transaction history within the PMM Wealth app. The feature allows clients to monitor all past financial activities related to their accounts.

## Version history (last 4 releases)

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.6.1 — 2023-10-16

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.5 — 2023-10-05

Mobile App will now use similar reporting logic as the desktop version of the Portal 
	
Document Vault will now pull in similar documents as the desktop version of the Portal

### 4.1.0 — 2019-09-06

No release notes.

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## Related topics

[pmm wealth](https://appshunter.io/ios/topics/pmm-wealth)

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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 2026-06-04.*