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Enrolling in CPFM

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Enrolling in personal financial management

Before you can use the personal financial management feature, you must first enroll in personal financial management.

 

To enroll in personal financial management

  1. On the Login page, enter your Login ID and Password

  2. Read the personal financial management agreement, then click or tap Agree or Later
    — If you select Agree, all personal financial management functionality on the Home page is enabled
    — If you select Later, you will be able to see the PFM widgets, but functionality will be disabled until you accept the personal financial management agreement

Note: You only need to enroll in the personal financial management service once.

Cathay Bank

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