ABG Mobile

• Add additional portfolio information to dashboard
• Added live notifications to login screen
• Fixed a bug where participants in themed plans could not view their rate of return

• Updated styling for the login and dashboard pages for a fresh look
• View all your loan information, including amortization and early payoff data!
• New live chat for instant help
• Functionality for participants enrolled in Managed Accounts

• Performance updates

At ABG Rocky Mountain, our goal is to give you the tools you need to achieve a happy retirement.
This app update allows you to take control of your investment portfolio via the following transactions:
• Change Investment Elections
• Investment to Investment Transfers
• Conform to Target
• Conform Ending Balance (Rebalance)
• Schedule automatic recurring rebalances

Access the new transactions via the "Manage Investments" page in the side menu!

• Fixed a bug where your dashboard would be blank if you are in multiple retirement plans
• Fixed an issue where ABG Managed Accounts would incorrectly show on your dashboard
• Various iOS 13 bug fixes

• Added a new Transaction History page! You can now view all account transactions within a selected date range such as payroll contributions, fees, dividends, and more. Access the new page via the side menu.
• Added shares and price to the portfolio widget on your dashboard.
• Fixed a bug where fund fact sheets were not displaying for some investments.
• Ability to put in a dollar amount or percentage for contribution rate changes is now based off of your retirement summary plan document.
• Providing SSN for your beneficiaries is now optional during enrollment.
• You will now see an appropriate error message if invalid information is provided during the personal info step of enrollment.
• ABG Managed Accounts is now supported in the app for SaveDaily, 403(b), and R2 share classes - if your retirement plan offers it.
• Fixed a bug where the portfolio widget wasn't displaying properly for ABG Managed Accounts R1 share classes.
• Fixed a bug where filtering portfolio funds or recent activity only worked if you typed lowercase letters.

We strive to provide you with the tools you need to achieve a happy retirement. Don't hesitate to send us feedback at ios@abgrm.com!

We've redesigned the app from the ground up to give you a much more user-friendly experience! Managing your retirement account has never been easier.
This new app version includes the following:
• Touch & Face ID for fast & secure access to your account
• Quickly check your account balances
• Guided enrollment for new employees
• Easily view, change, or stop your paycheck contributions
• View your monthly & annual rate of returns
• View recent activity on your account
• Check your investment portfolios by fund or source
• Other tools such as calculators, articles, and podcasts to get your financial wellness fix!

Have feedback or find a bug? Don't hesitate to reach out to us at ios@abgrm.com

• Bug fixes & Performance Improvements
• iOS 11 compatibility
• Support for iPhone X

We've completely redesigned the app to give you a faster, smoother experience. Accessing your retirement account has never been easier! View your balance, manage investments, request distributions, access financial tools, and much more!

Updated graphics, informational updates, and a new notifications section under "Current News".

Updated copyright information
Added an About Us page