Home Page

PlanMember 2.0.05 - App Store




About 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...

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



Previous Versions

Here you can find the changelog of PlanMember since it was posted on our website on 2021-12-16 13:49:58. The latest version is 2.0.05 and it was updated on 2024-04-19 20:16:27. See below the changes in each version.

PlanMember version 2.0.05
Updated At: 2023-09-29
Changes: Sep 29, 2023 Version 2.0.05 Our newest release includes: 1) Linking bank accounts to PlanMember 2) Minor bug fixes
PlanMember version 2.0.04
Updated At: 2023-06-20
Changes: Jun 20, 2023 Version 2.0.04 Our newest release includes: 1) New account withdrawal feature 2) Performance enhancements 3) Minor bug fixes
PlanMember version 2.0.03
Updated At: 2023-02-07
Changes: Feb 7, 2023 Version 2.0.03 Our newest release includes: 1) Clients can validate their ACH requests via the App 2) Minor big fixes 3) Performance enhancements
PlanMember version 2.0.00
Updated At: 2022-08-01
Changes: Aug 1, 2022 Version 2.0.00 Our newest release includes: Enhanced user interface improvements, making the app easier to use Performance enhancements
PlanMember version 1.0.19
Updated At: 2022-04-27
Changes: Apr 27, 2022 Version 1.0.19 Our newest release contains: 1. Expanded notification feature to show email notifications regarding your account 2. Performance enhancement
PlanMember version 1.0.18
Updated At: 2022-03-03
Changes: Mar 3, 2022 Version 1.0.18 Our newest release has defect fixes.
PlanMember version 1.0.17
Updated At: 2022-02-01
Changes: Feb 1, 2022 Version 1.0.17 Our newest release allows PlanMember clients to invest directly into their PlanMember account from their linked bank account(s), through a simple to set-up ACH transaction process.
PlanMember version 1.0.16
Updated At: 2022-01-27
Changes: Jan 27, 2022 Version 1.0.16 Our newest release allows PlanMember clients to invest directly into their PlanMember account from their linked bank account(s), through a simple to set-up ACH transaction process.
PlanMember version 1.0.13
Updated At: 2021-07-07
Changes: Jul 7, 2021 Version 1.0.13 We regularly make updates to improve your experience with the PlanMember app, including enhancements in security, reliability, and speed. For this update you can expect: *Performance Improvement. Like the PlanMember app? Please leave a review in the App Store. Problems or suggestions related to the app? Please email: [email protected]


Related Apps

Here you can find apps that are similar with PlanMember.



Disclaimer

Official App Store Link


We do not host PlanMember on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.

The App Store link for PlanMember is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.

If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.

BarCode2D-PNG


Click stars to rate this APP!

Users Rating:  
  0.0/5     0
Downloads: 5
Updated At: 2024-04-19 20:16:27
Publisher: PlanMember Financial Corp
Operating System: IOS
License Type: Free