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.