{"id":340,"date":"2017-10-12T00:00:22","date_gmt":"2017-10-12T00:00:22","guid":{"rendered":"http:\/\/reality2.com\/pensionm\/?page_id=340"},"modified":"2017-10-17T01:23:27","modified_gmt":"2017-10-17T01:23:27","slug":"personal-financial-portal","status":"publish","type":"page","link":"http:\/\/reality2.com\/pensionm\/personal-financial-portal\/","title":{"rendered":"Personal Financial Portal"},"content":{"rendered":"[vc_row type=”full_width_content” full_screen_row_position=”middle” scene_position=”center” text_color=”light” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ background_image=”416″ column_shadow=”none” width=”1\/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1503620763206{margin-top: 55px !important;margin-left: 8% !important;padding-top: 5px !important;padding-right: 10px !important;padding-bottom: 5px !important;padding-left: 10px !important;background-color: #588dc5 !important;}” el_class=”questions-banner”]QUESTIONS \u2022<\/span> PREGUNTAS[\/vc_column_text][vc_column_text css=”.vc_custom_1503620783262{margin-top: 55px !important;padding-top: 5px !important;padding-right: 10px !important;padding-bottom: 6px !important;padding-left: 10px !important;background-color: #a9c5e1 !important;}” el_class=”phone-banner”](888) 201-5488<\/span>[\/vc_column_text][vc_column_text css=”.vc_custom_1503618817742{padding-top: 16% !important;}” el_class=”first-panel-title”][\/vc_column_text][vc_column_text css=”.vc_custom_1503622072542{margin-left: 8% !important;border-bottom-width: 1px !important;padding-bottom: 5px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;border-bottom-color: #ffdf1c !important;border-bottom-style: solid !important;}” max_width=”900″]\n

FINANCIAL WELLNESS CENTER<\/span><\/h3>\n[\/vc_column_text][vc_column_text css=”.vc_custom_1503622177038{padding-top: 30px !important;padding-right: 20% !important;padding-bottom: 5% !important;padding-left: 8% !important;}” el_class=”secondary-pages-headlines”]\n

TOOLS AND INFORMATION TO HELP YOU GET FINANCIALLY FIT, NOW AND FOR THE FUTURE<\/h2>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”center” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1\/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1503367301541{padding-top: 7% !important;padding-bottom: 3% !important;}”]\n

It\u2019s easy and fun with your own personal financial portal<\/h5>\n[divider line_type=”No Line” custom_height=”10″]\n

When your company is signed up with Pensionmark, you can sign up for your own interactive Personal Financial Portal. It\u2019s your financial control center, with budgeting and savings tools that that show you everything you\u2019re making and spending and everything you own (savings, investments, real estate), all in one place, updated in real time. Chart how long your savings will last when you plan to retire. Watch these videos: What it is, Security, and Mobile Website.[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1\/6″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][divider line_type=”No Line” custom_height=”15″][vc_column_text]\n

Organizer<\/p>\n

Connect all your accounts and information for an organized, consolidated view<\/p>\n

Financial Workshop<\/p>\n

See if you\u2019re on target to reach your most important goals<\/p>\n

Education Center<\/p>\n

Your own library of videos, articles and resources to increase your financial knowledge<\/p>\n

Vault<\/p>\n

Safely store your most important documents for quick and easy access<\/p>\n[\/vc_column_text][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2\/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”164″ alignment=”” animation=”Fade In” box_shadow=”none” max_width=”100%”][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1\/6″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][divider line_type=”No Line” custom_height=”15″][vc_column_text]\n

Spend Tracking<\/p>\n

Know how much you\u2019re spending and where<\/p>\n

Budgeting tools<\/p>\n

Set budgets to help you reach your savings goals<\/p>\n

Digital Post Mail<\/p>\n

Safe and secure online delivery of your important US postal mail<\/p>\n

Investments<\/p>\n

Interactive charts and detailed views provide you with increased visibility into your accounts<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”center” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1\/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1503607341281{padding-top: 5% !important;padding-bottom: 4% !important;}”]\n

And an education center that make this stuff make sense<\/h5>\n[divider line_type=”No Line” custom_height=”10″]\n

We give you all kinds of ways to learn about a broad range of financial topics, from short videos on budgeting and saving, to calculators, to webinars on investing. Subscribe to our email newsletter with the latest tips and check out back issues. Choose the way you want to learn. Use these menus to select by subject or by resource type.<\/p>\n

Read articles and newsletters<\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”center” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1\/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1507766993772{padding-top: 5% !important;padding-bottom: 4% !important;}”]\n

Set Up Financial Portal<\/h5>\n[divider line_type=”No Line” custom_height=”10″]\n

We understand that life is constantly changing, and so is your financial picture. That is why we offer the Personal Financial Portal (PFP) as part of our Financial Wellness Program, an interactive tool that lets you track and monitor in real time the “big picture” of your financial life. The PFP is a simple and secure online location where you can link your accounts from various financial institutions to your PFP account, allowing you to better monitor pertinent data and to help you make more informed investment and lifestyle decisions.<\/p>\n

For more information, we encourage you to watch the following videos: Personal Financial Portal: What Is It?, Security Features, and Mobile Features.<\/p>\n

To sign up for your Personal Financial Portal, please fill out the form below and click Submit. We will reach out to you shortly with a username and instructions on how to set up a password.[\/vc_column_text][nectar_btn size=”medium” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” url=”#” text=”Sign up”][nectar_btn size=”medium” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” url=”#” text=”Log in”][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"

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