Plain Wealth

Stay connected to your financial future through the Plain Wealth App. Available exclusively through your Registered Independent Advisor(RIA) representative or other financial/insurance professional, 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 easily opens for you, and only you.
To get started, if your Plain Wealth System Registered Independent Advisor(RIA) representative or other financial/insurance professional financial rep to create your account. Download the app. Then, use the onboarding link emailed to you and instructions to complete your initial login and setup. The rest is easy: view your accounts, stay connected, and engage with your advisor/representative at your convenience.