p r i m e f i n a n c i a l
September 2, 2023

Can I access the cash management platform on mobile?

Absolutely! Our mobile app offers full functionality for on-the-go financial management.

September 2, 2023

How do I integrate other bank accounts into the PFG dashboard?

Our platform supports integration with major banks. Simply add your account details under the “Link Accounts” section.

September 2, 2023

Is there a fee for using the cash management tools?

Basic features are available for all PFG customers. Premium tools might have a nominal fee. Details can be found in our fee structure.