Innes Reid Personal Finance Portal (PFP)
Giving you online access to your portfolio 24/7
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!
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:
Get PFP on your mobile (Powered by Intelliflo)
Register or Sign In using your smartphone and you’ll be prompted to save the mobile friendly version to your Home Screen.
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.
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk