PlanMember

The PlanMember Client App provides fast, easy and secure access to your PlanMember accounts and related information.
NOW AVAILABLE 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.
Features include:
* Contact your PlanMember Financial Professional
* Contact the PlanMember Service Center
* Access your PlanMember accounts including balance, investment allocations and performance, view balances by asset class and fund, periodic investments, systematic withdrawals, transaction history and review of your beneficiaries
* Access important documents such as 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.

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