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Your “I-Have-My-Act-Together” Finance Tool

All Your Money in One Place

PFM syncs with all your external accounts, so you have a holistic view of your funds. Savings, investments, checking accounts – grab them all. We give you a bird’s-eye view so you can make smarter money decisions.

Simple To Use

 

Slick. Sleek. Sexy. In other words, we designed PFM to be simple and easy to use. But if you need help? Not to worry. Customer support is right here to assist.

Slick. Sleek. Sexy. In other words, we designed PFM to be simple and easy to use. But if you need help? Not to worry. Customer support is right here to assist.

Smarter Spending

PFM auto-categorizes every transaction to reveal spending patterns and deeper insights into your purchasing behavior.

PFM auto-categorizes every transaction to reveal spending patterns and deeper insights into your purchasing behavior.

Always Secure, Always Private

Your privacy is a big deal for us. Which is why we won’t sell your financial data to other companies (unlike many “free” account aggregators 😒) This means that PFM will always be free – with no annoying ads.

On top of keeping your data private, we also keep it safe. PFM is locked and guarded with the same bank-level security that we use for all your accounts.

Your privacy is a big deal for us. Which is why we won’t sell your financial data to other companies (unlike many “free” account aggregators 😒) This means that PFM will always be free – with no annoying ads.

On top of keeping your data private, we also keep it safe. PFM is locked and guarded with the same bank-level security that we use for all your accounts.

Ready. Set. Grow.

Ready to level up your money skills? Your Personal Finance Manager (PFM) has the tools you need to grow your wealth faster. Get started with PFM in three easy steps:

1. Log into online banking. 2. Select Add an Account 3. Sync your external financial accounts.

PFM gives you the tools you need to grow your wealth faster. Ready to level up your money skills? Log in to online banking or open the Axos mobile app to get started.

Articles & Tools

 

3 Money Lessons We All Learned from the Coronavirus

COVID-19 will have a lasting impact on how Americans handle our money. Here are the main lessons we’ve learned.