PlanMember 2.0.05
Continue to app
Free Version
Publisher Description
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.
Sep 29, 2023
Version 2.0.05
Our newest release includes:
1) Linking bank accounts to PlanMember
2) Minor bug fixes
About PlanMember
PlanMember is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops PlanMember is PlanMember Financial Corp. The latest version released by its developer is 2.0.05.
To install PlanMember on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2023-09-29 and was downloaded 5 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the PlanMember as malware if the download link is broken.
How to install PlanMember on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the PlanMember is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After PlanMember is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
