Amazing!
Great app! Easy to use! Simple way to see all my investments in one place!
Free
About
Manage your finances and connect with your advisor on a secure platform. Track your portfolio, monitor financial plan progress, and access important documents and reports anytime, anywhere.
✓Instant portfolio insights
✓Financial plan tracking
✓Client document vault
✓Comprehensive reports
✓Portfolio analysis
✓Direct advisor messaging
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What's New in PFG Private Wealth
5.20.0
September 10, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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FAQ
What is PFG Private Wealth?
PFG Private Wealth is a finance app designed to help users manage their financial world. It provides instant access to portfolios, financial plans, and advisor support through a secure platform.
Is PFG Private Wealth secure?
Yes, PFG Private Wealth is built with advanced safety measures and multi-factor authentication to keep private information secure.
What kind of financial information can I track with PFG Private Wealth?
You can track portfolio balances, performance, transactions, detailed holdings, and monitor progress towards your financial goals.
Can I communicate with my financial advisor through PFG Private Wealth?
Yes, you can message your advisor directly or schedule appointments instantly through the app, eliminating the need for phone calls.
What types of documents can I access in PFG Private Wealth?
The app allows access to quarterly performance reports, Schwab statements, tax documents, and cost basis details, all stored in a client document vault.
On which devices can I use PFG Private Wealth?
PFG Private Wealth is available on iPhone and iPad devices.
How often is PFG Private Wealth updated?
The app was last updated on September 10, 2025, with version 5.20.0, indicating regular maintenance and feature additions.
Does PFG Private Wealth have ads?
No, PFG Private Wealth is ad-free, providing an uninterrupted user experience.
