Equitable Mobile App vs PlanMember
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Equitable Mobile App
Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.
- Account access with FaceID/TouchID
- Consolidated account view
- Access to historical documents
- Investment management
- Profile updates
- Payment scheduling
- Financial professional contact
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Our Equitable Mobile app offers new features and functionality so you can manage your accounts on the go. Convenient access to your accounts: • Support for touch FaceID® and TouchID® • View all your Equitable accounts in one view • Access to up to seven years’ worth of documents where available Manage your accounts and investments in one place: • Review activity and balances • Research and change your investment options • Keep your important information up to date under profile • Schedule and make payments Helping you stay connected: • Find your Financial Professional’s contact information • Chat with customer service during business hours for available products Our Equitable Mobile app is protected by safeguards similar to those we use to protect your privacy and security online. You can visit our usage agreement and online privacy policy to learn more. Download the Equitable Mobile app today to simplify managing your retirement and investment accounts. Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY), Equitable Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). GE2887944 (6/20) (Exp.6/22)
PlanMember
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
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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.
Screenshots
Verdict
The clearest difference is rating: Equitable Mobile App at 4.7 against PlanMember's 3.2. Equitable Mobile App also leads on review sentiment (28% vs 0%) and ratings volume (32K vs 33). PlanMember's advantage is iOS requirement (15.6 vs 18.6). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Equitable Mobile App holds the better App Store score, 4.7 against 3.2. That said, the two scores are not equally well evidenced: Equitable Mobile App has 32K ratings behind it against 33, so its average is the more settled of the two. Written reviews point the same way: 28% of Equitable Mobile App's written reviews are positive against 0% of PlanMember's.
Equitable Mobile App ships an update every 6 weeks, PlanMember every 3 weeks. The most recent releases landed on October 16, 2026 and October 7, 2026 respectively.
| Parameter | Equitable Mobile App | PlanMember |
|---|---|---|
| Price | Free | Free |
| Rating | 4.7 (32K ratings) — better | 3.2 (33 ratings) |
| Positive reviews | 27.6% of reviews — better | 0.0% of reviews |
| Number of ratings | 32K — better | 33 |
| Update frequency | Every 6 weeks | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPod |
| Requires iOS | 18.6 | 15.6 — better |
| Further details — not scored | ||
| Size | 15 MB | 107 MB |
| Age rating | 4+ | 4+ |
| Developer | Equitable Financial Services, LLC | PlanMember Financial Corp |
Customer experience
Equitable Mobile App
PlanMember
Bugs and requests
Equitable Mobile App
Reported bugs
3 issues- Login issues and account access problems
- Compatibility problems with newer device updates
- Unreliable app performance and stability
Requested features
4 requests- Improved transaction history and reporting
- Enhanced mobile-friendly design
- Ability to initiate transfers and payments within the app
- Customizable dashboard and account views
PlanMember
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Equitable Mobile App
No in-app purchases
PlanMember
No in-app purchases
Questions
Is Equitable Mobile App free?
Is PlanMember free?
Which has better reviews, Equitable Mobile App or PlanMember?
Do Equitable Mobile App or PlanMember have ads?
Which is updated more often, Equitable Mobile App or PlanMember?
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