Register for PFP Today!

The Innes Reid Personal Finance Portal (PFP) is an invaluable tool that is available to our clients. It allows you to view your Innes Reid portfolio at the click of a button via any smartphone or web device.

PFP provides the facility to view and amend your details, get up-to-date portfolio valuations and communicate important information securely with your Adviser. Register now with the email that we have on file for you – it takes about 2 minutes!

Register Now

Already have an account?

If you have previously signed up to PFP you can access the login page or view the full user guide via the buttons below:

Sign In                        View User Guide

Innes Reid - Personal Finance Portal App Icon

Get the App (Powered by Intelliflo)

Download PFP on the App Store for iPhones or on Google Play for Android phones.

The benefits of registering for PFP

 

Instant Access

View your Innes Reid portfolio at the click of a button whenever you want to see how you’re progressing against your financial goals.

 

Secure Messaging

With email and post increasingly open to being intercepted, PFP provides peace of mind that the information you share is fully encrypted.

 

E-Sign Documents

Provide your authority quickly and conveniently by e-signing important documents via the portal. No more waiting for the post!

 

24/7 Access

Login to the portal at anytime from any where in the world that you have internet access. You can do this via your smartphone, tablet, desktop or the app.

 

Back-Up Docs

PFP provides you with a secure Document Vault, so your documents are secure and fully backed up – much safer than at the bottom of the filing cabinet.

 

Contact Us

Get in touch with your Adviser directly via the portal. Communicate urgent or important information securely.

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk