PlanMember 2.0.05

For PlanMember clients, the PlanMember App offers swift, convenient, and secure access to your PlanMember accounts and associated information directly from your mobile device.

Key features:

• Access your PlanMember accounts, including balances, allocations, periodic investments, systematic withdrawals, transaction history, and beneficiary review.
• One-tap communication with your PlanMember Financial Professional or the PlanMember Service Center.
• Directly invest in your PlanMember account from a linked bank account through a straightforward ACH transaction setup process.
• Easily deposit checks into or withdraw from your PlanMember account using your mobile device.
• Receive notifications, such as trade confirmations and important messages from PlanMember.
• View and download documents, such as statements, trade confirmations, tax documents, and account information.
• Manage and customize your PlanMember profile and account settings, including username and password, eDelivery preferences, 2-Step Authentication, trusted contact settings, and order a PlanMember Membership Card.

Important Information:

• The PlanMember Client App is designed for clients who have a PlanMember account.
• Usage of the PlanMember Client App is governed by the terms of use outlined in the PlanMember privacy policy available at planmember.com/members/privacy.
• Securities and advisory services are provided through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA / SIPC. Before investing, carefully review the prospectus(es) or summary prospectus(es) for information on investment objectives, risks, charges, expenses, and other important details. Investing carries risks; the investment return and principal value may fluctuate, potentially resulting in the investment being worth more or less than the original purchase price. Asset allocation or utilizing an investment advisor does not guarantee profits nor protect against losses.