Plain Wealth

Features Plain Wealth

Stay connected to your financial future, through the world leading Plain Wealth Client app.
Available exclusively through your financial advisor, this platform offers unparalleled access to the financial information most important to you.
Leveraging industry leading security, with two-factor and biometrics for the user, Plain Wealth Client easily opens for you, and only you.To get started, ask your advisor to create your account.
Download the app.
Then, use the onboarding link emailed to you to complete your initial login and setup.
The rest is easy.
View your accounts, stay connected, and engage with your advisor at your convenience.