PFG Private Wealth
Finance
Free · Designed for iPad
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!
- 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
The developer, PFG Private Wealth Management, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- PFG Private Wealth Management, LLC
- Size
- 55.4 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 PFG Private Wealth Management, LLC