Personal Finance Portal (PFP) is a service available only from CBW Financial Planning. PFP gives you access to view all your finances in one place, 24/7, on any mobile or web device. PFP enables you to view your fund information and financial portfolio in an instant and retrieve documents sent securely by CBW Financial Planning.
Get the App
To install, tap
and choose
add_box Add to Home Screen
add_box Add to Home Screen
If you do not see a prompt, to install, tap more_vert
located in the top right corner and choose
'Add to Home Screen'
located in the top right corner and choose
'Add to Home Screen'
This function is only available in Safari. Visit this page in Safari and follow the instructions.
To install, tap
located in the top right corner and choose
' + Add to Home Screen'
located in the top right corner and choose
' + Add to Home Screen'
To install, tap the icon which looks like this
located in the top right corner and choose
'Add Automatically'
located in the top right corner and choose
'Add Automatically'
Browsers
check_circle_outline
App Installed!
You can find PFP amongst your device's Apps.