PlanMember 2.0.23 - App Store

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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.

Version History Our newest release includes: 1) Performance improvement and bug fixes 2.0.23 May 6 Our newest release includes: 1) Performance improvement and bug fixes 2.0.22 Apr 17 Our newest release includes: 1) Performance improvement and bug fixes 2.0.20 Mar 6 Bug fixes and improved wording in withdrawal section 2.0.19 (1017) Jan 23 Our newest release includes: 1) Performance improvement and bug fixes 2.0.18 11/29/2025 Our newest release includes: 1) Performance improvement and bug fixes 2.0.17 11/05/2025 Our newest release includes: 1) Performance improvement and bug fixes 2.0.15 10/17/2025 Our newest release includes: 1) Performance improvement and bug fixes 2.0.14 09/11/2025 Our newest release includes: 1) Performance improvement and bug fixes 2.0.13 09/06/2025 Our newest release includes: 1) Performance improvement and bug fixes 2.0.11 08/20/2025 Our newest release includes: 1) Performance improvement and bug fixes 2.0.10 07/30/2025 Our newest release includes: 1) Performance improvement and bug fixes 2.0.09 04/04/2025 Our newest release includes: 1) Performance improvement and bug fixes 2.0.08 04/01/2025 Our newest release includes: 1) Improved logic when verifying client's eligibility for withdrawal 2.0.07 08/22/2024 Our newest release includes: 1) Enhanced performance and allocation data 2) Minor bug fixes 2.0.06 06/02/2024 Our newest release includes: 1) Linking bank accounts to PlanMember 2) Minor bug fixes 2.0.05 09/29/2023 Our newest release includes: 1) New account withdrawal feature 2) Performance enhancements 3) Minor bug fixes 2.0.04 06/20/2023 Our newest release includes: 1) Clients can validate their ACH requests via the App 2) Minor big fixes 3) Performance enhancements 2.0.03 02/07/2023 Our newest release includes: 1) Minor big fixes 2) Performance enhancements 2.0.02 12/22/2022 Our newest release includes: 1) Minor big fixes 2) Performance enhancements 2.0.01 11/19/2022 Our newest release includes: Enhanced user interface improvements, making the app easier to use Performance enhancements 2.0.00 08/01/2022 Our newest release contains: 1. Expanded notification feature to show email notifications regarding your account 2. Performance enhancement 1.0.19 04/27/2022 Our newest release has defect fixes. 1.0.18 03/03/2022 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. 1.0.17 02/01/2022 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. 1.0.16 01/27/2022

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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 2.0.23 and it was updated on 2026-06-10 19:32:22. See below the changes in each version.

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