Join us on Zoom to learn about how our Personal Finance Portal works. This year we will be sending your review documents before your meetings via PFP where possible.
- How to sign up
- Your profile
- How to send and receive secure messages
- How to share documents with your Financial Planner
- Additional features to aid with your finances
You can have a look at our dedicated webpage to learn more.
Email Ruth for the Zoom link if you would like to join in.