# PFG Private Wealth

> Secure personal wealth management and advisor communication platform. (iPhone/iPad app by PFG Private Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/pfg-private-wealth/id6751544765 (this page in markdown: same URL + `.md`)
- Developer: [PFG Private Wealth Management, LLC](https://appshunter.io/developer/1835691208)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 5 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2025-08-27
- Data updated: 2026-06-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pfg-private-wealth/id6751544765/reviews.md

## What is PFG Private Wealth?

PFG Private Wealth Management 
 Stay in control of your financial world—anytime, anywhere. The PFG WealthLink App is your personal wealth companion, giving you instant access to your portfolio, financial plan, and advisor support—all in a secure, easy-to-use platform. 
 
 Why You’ll Love It: 
 - Instant Portfolio Insights: Track balances, performance, transactions, and detailed holdings with just a tap. 
 Stay on Track: Monitor your personalized financial plan and progress toward your goals. 
 Client Document Vault: Safely exchange important documents with your advisor anytime. 
 Comprehensive Reports: Access quarterly performance reports, Schwab statements, tax documents, and cost basis details—all in one place. 
 Portfolio Analysis: Understand your portfolio allocation. See exactly what you own, where it’s invested, and how it’s performing. 
 Direct Advisor Access: Message your advisor or schedule appointments instantly—no phone calls, no delays. 
 
 Your Wealth, Your Way 
 Whether reviewing investments, planning for the future, or connecting with your advisor, the PFG WealthLink App keeps you informed, empowered, and confident. 
 
 Peace of Mind, Built In 
 Built with advanced safety measures and multi-factor authentication designed to keep your private information secure. 
 
 Download today to harness the full potential of your wealth—wherever life takes you!

## Key features

- Instant portfolio insights
- Financial plan tracking
- Client document vault
- Comprehensive reports
- Portfolio analysis
- Direct advisor messaging

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/pfg-private-wealth/id6751544765/reviews.md

### 5/5 — Amazing!

*2025-08-27*

Great app! Easy to use! Simple way to see all my investments in one place!

## Frequently asked questions about PFG Private Wealth

### 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.

## Version history (last 2 releases)

### 5.20.0 — 2025-09-10

- 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

### 5.19.4 — 2025-08-27

No release notes.

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## Related topics

[pfg private wealth](https://appshunter.io/ios/topics/pfg-private-wealth)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-07.*