PlanLink
Enroll, manage, and track investments
Spectrum Pension Consultants, Inc.
iPhone Screenshots
iPad Screenshots
Description
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
• Enroll in your retirement plan in 5 minutes or less
• Easily manage your investment portfolio
• Change your contributions
• Request a loan, rollover, or lump sum cash withdrawal (if available)
• View your portfolio rate of returns
• Search transaction history on your account
• Get live fund performance data and prospectus
• Touch/Face ID for fast & secure authentication
• Take control of your retirement!
App information from Apple App Store. PlanLink and related trademarks belong to Spectrum Pension Consultants, Inc..