PlanLink

Spectrum Pension Consultants, Inc. Finance iPhoneiPadiPod touch

PlanLink is a free Finance app for iPhone and iPad by Spectrum Pension Consultants, Inc. Rated 4.8/5 from 105 ratings. Requires iOS 15.0.

Rating: 4.8; 105 ratings
Price: Free; on the App Store
Size: 36 MB; Age 4+
Updated: Jul 9; 2026 · v2026.2.0

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Screenshots

About PlanLink

• 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!

Ratings & reviews

4.8

105 ratings

5 ★ 81% 4 ★ 16% 3 ★ 3% 2 ★ 0% 1 ★ 0%

What’s new

Version 2026.2.0 · Updated July 9, 2026

We've given PlanLink a major refresh. Here's what's new in this release: • A Fresh, Modern Experience Every screen has been redesigned with a cleaner, more polished look and feel, making it easier than ever to navigate your retirement account. • Smarter, Simpler Forms We've replaced date pickers with intelligent field formatting for dates, phone numbers, and Social Security numbers. Completing forms is now faster and more intuitive. • New: GROUPIRA Voluntary Contributions IRA members can now make GROUPIRA Voluntary contributions by securely linking a bank account through Plaid. • Performance & Platform Improvements Behind the scenes, we've modernized the technology powering PlanLink to enhance performance, strengthen security, and deliver a smoother experience, along with numerous bug fixes. • Now Powered by Daybright Financial You may notice a new app icon and splash screen. PlanLink is now powered by Daybright Financial. While our look has evolved, it's still the same trusted PlanLink app, built and supported by the team dedicated to delivering the best possible experience. Thank you for using PlanLink!

App privacy

The developer, Spectrum Pension Consultants, Inc., reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

App details

PlanLink is a free Finance app for iPhone, iPad and iPod touch, developed by Spectrum Pension Consultants, Inc. It is rated 4.8 out of 5 from 105 ratings on the App Store, requires iOS 15.0 or later and is 36 MB to download. It was first released on May 30, 2022 and last updated on July 9, 2026.

Category: Finance
Rating: 4.8 / 5 (105 ratings)
Price: Free
Version: 2026.2.0
Size: 36 MB
Requires: iOS 15.0 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: May 30, 2022
Last updated: July 9, 2026
Developer: Spectrum Pension Consultants, Inc.

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Alternatives to PlanLink

Looking for apps like PlanLink? Here are 6 similar apps on the App Store. The highest rated is DecisionPoint Financial (5.0/5), and all 6 are free to download.

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