Personal Financial Manager

Personal Financial Manager (PFM)

With PFM, you can track all of your accounts--savings, checking, mortgage, investments and even those outside of Pinnacle--in one place. We even offer a MoneyMobile app so you can see everything from your phone or tablet. 

PFM is fully integrated into Pinnacle's Online Banking, so you know your information is secure.

It's easy to enroll--just log into Online Banking, click the "PFM" tab and follow the steps to get started. If you are not an online banking user, you can find a demo and enrollment instructions here

To begin using the MoneyMobile capabilities, download the MoneyMobile app from the iTunes App Store or Google Play store. The app will prompt you to get an activation code within PFM. Simply click the setting icon from the homepage of PFM, go to the Mobile Devices tab and generate an access code.