PFM (Personal Financial Management Tool) No Longer Available

PFM (Personal Financial Management Tool) No Longer Available

We wanted to inform you of some upcoming changes to your digital banking experience. On November 12, 2020, we will be removing Personal Financial Management tools from your online banking and mobile banking app. This means that functionality such as linking to external accounts, assets and liabilities, transaction categories, spending and trends analysis and budgeting will no longer be available. 

 

This decision was not made lightly and was ultimately made based on ongoing assessments of PFM’s performance.  We are working to prioritize digital tools that are easier to use by a larger portion of our membership, and that are more reflective of banking needs and trends going forward.  It is important to us that we provide you with digital banking tools and features that are innovative and that you will value.

 

All other features within our online banking and mobile apps will remain the same, including the ability to link Aviso accounts. Very soon you will also be able to link your Collabria accounts!

 

Should you have any questions or feedback for us, please reach out to us.