Welcome to My Continuum PFP Support Center

Thank you for choosing My Continuum PFP app! We’re here to ensure you have the best experience managing your finances. If you have questions, encounter issues, or need assistance, you’re in the right place. Explore the support resources below for a smooth journey with our app.

Frequently Asked Questions (FAQs)

Find quick answers to common queries in our FAQs section. From account setup to feature explanations, get the information you need on the spot.

Q: What is My Continuum PFP?

A: My Continuum PFP is a personal finance app designed to help you manage your financial portfolio, communicate securely with your financial adviser, and gain insights into your assets, liabilities, and protection.

Q: How do I download the app?

A: Visit the App Store on your iOS device or Play Store on your Android device, search for “My Continuum PFP,” and tap “Download.”

Q: Is the app free to use?

A: Yes, the basic features of My Continuum PFP are free. However, there is an option to upgrade to PFP Premium for additional services.

Q: How do I register for an account?

A: Tap “Sign Up” on the app’s login screen, provide your email address that your Continuum Adviser has on record and a secure password, and follow the on-screen instructions to complete the registration process.

Q: How can I communicate with my financial adviser?

A: Utilise the secure messaging feature within the app to communicate privately with your financial adviser.

Q: Can I store and access important documents in the app?

A: Yes, you can upload and securely store financial documents within the app for easy access.

Q: What is PFP Premium, and how do I access it?

A: PFP Premium is an additional service that provides enhanced features. You can access it by upgrading within the app.

Q: How does Open Banking integration work?

A: The Open Banking feature allows you to link online payment accounts, providing consolidated information. It is secure and seamless.

Q: Are my financial details safe?

A: Yes, the app prioritises security. Ensure you use secure login credentials and follow best practices for online security.

Q: What should I do if I encounter technical issues?

A: Refer to the Troubleshooting Tips section within the app. If issues persist, contact our support team through this link or reach out to [email protected]

Q: How do I stay updated on app features and news?

A: Follow us on social media for updates, tips, and announcements. Join our community for discussions on financial empowerment.

Q: Can I use the app on multiple devices?

A: Yes, you can access your My Continuum PFP account on multiple devices by logging in with the same credentials.

If you have additional questions or need further assistance, feel free to reach out to our support team through this link or reach out to [email protected]. We’re here to support your financial journey!

Getting Started Guide

Welcome to My Continuum PFP, your personal finance companion! This guide will walk you through the initial setup and key features to help you make the most of your financial journey.

1. Download and Install:

  • Visit the App Store on your iOS device or your Play Store on your Android device.
  • Search for “My Continuum PFP” and tap “Download.”
  • Once installed, open the app.

2. Account Registration:

  • If you’re a new user, tap on “Sign Up” to create an account.
  • Provide the required information, including the email address that your Continuum Adviser has on record and a secure password.
  • Follow the on-screen instructions to complete the registration process.

3. Login:

  • For existing users, enter your registered email and password to log in.

4. Explore the Dashboard:

  • The dashboard provides an overview of your financial portfolio.
  • Navigate through Assets, Liabilities, and Protection categories to get a comprehensive view.

5. Secure Messaging:

  • Communicate with your financial adviser using the secure messaging feature.
  • Access encrypted and private communication to discuss your financial goals.

6. Document Storage:

  • Upload and store important financial documents securely.
  • Access your documents anytime, ensuring crucial information is at your fingertips.

7. Financial Literacy Resources:

  • Enhance your financial knowledge with educational resources.
  • Access insights and tips to make informed decisions about your finances.

8. PFP Premium Access:

  • Explore additional features by upgrading to PFP Premium.
  • Collate information on bank accounts, credit cards, loans, mortgages, and advised products for powerful insights.

9. Open Banking Integration:

  • Link your online payment accounts using the ‘Open Banking’ feature.
  • Experience seamless and secure account information services.

10. Profile Settings:

  • Personalize your experience by updating your profile settings.
  • Adjust notification preferences and keep your information up to date.

11. Need Help? Contact Support:

  • If you have questions or encounter issues, our support team is here to assist.
  • Contact us through this link or reach out to [email protected]

12. Stay Connected:

  • Follow us on social media for updates, tips, and announcements.
  • Join our community to be part of discussions around financial empowerment.

Congratulations! You’re now ready to take control of your financial future with My Continuum PFP. If you ever need assistance, refer to our in-app support resources or contact our support team.

Troubleshooting Tips

Encountering issues with the My Continuum PFP app? Don’t worry; we’re here to help you troubleshoot common problems. Follow these tips to resolve potential issues and get back to managing your finances seamlessly.

Login Issues:

    • Ensure you are using the correct username and password.
    • Double-check for typos or spaces in your login credentials.
    • If you’ve forgotten your password, use the “Forgot Password” option to reset it.

App Crashes or Freezes:

    • Check if your device’s operating system is up to date.
    • Close and reopen the app to refresh it.
    • If the issue persists, uninstall and reinstall the app.

Document Upload Errors:

    • Ensure your documents meet the specified file format and size requirements.
    • Check your internet connection; a stable connection is crucial for document uploads.
    • Restart the app and try uploading the document again.

Syncing Portfolio Data:

    • Verify that you have an active internet connection.
    • Pull down on the portfolio screen to manually refresh the data.
    • If syncing issues persist, log out and log back in to refresh your session.

Messaging Feature Not Working:

    • Check your internet connection; a stable connection is necessary for messaging.
    • Ensure you have the latest version of the app installed.
    • If the issue persists, contact support for further assistance.

Open Banking Integration Problems:

    • Confirm that your linked accounts are still active with the respective financial institutions.
    • Reauthorize the Open Banking feature if prompted.
    • Contact your financial adviser for assistance with any Open Banking-related issues.

General App Performance Issues:

    • Make sure you have the latest version of the app installed from the App Store.
    • Check if your device has sufficient storage space available.
    • If performance issues persist, restart your device.

Security Concerns:

    • Ensure you are using a secure Wi-Fi network.
    • Keep your app and device’s operating system up to date for the latest security features.
    • If you suspect any security issues, contact support immediately.

If you’ve followed these troubleshooting tips and still experience problems, don’t hesitate to reach out to our dedicated support team. Contact us at [email protected] or call our helpline at 0345 643 0770. We’re here to ensure your experience with My Continuum PFP is as smooth as possible.

Contact Support

Need personalised assistance? Our support team is ready to help. Contact us directly through the this link, and our dedicated support agents will address your concerns promptly.

Educational Resources

Enhance your financial literacy with our curated resources. Learn about investment strategies, financial planning, and more to make informed decisions here.

Security Information

We have implemented technical and organisational security measures to seek to protect your information transmitted through, or stored in, our website or services, against unauthorised access, or use. Your personal information resides behind a firewall, which is designed to restrict access to authorized personnel. However, no data transmission over the Internet can be guaranteed to be totally secure. As a result, while we strive to protect your personal information, we cannot ensure or warrant the security the information you transmit to us or from our website or services.

If you are a user of our services, you are responsible for maintaining the secrecy of your user credentials. If you have reason to believe that your interaction with us is no longer secure (for example, if you feel that the security of any account you might have with us has been compromised), please immediately notify us.

Privacy Policy

Learn about our commitment to safeguarding your privacy here. Our privacy policy outlines how we collect, use, and protect your personal information.

Terms of Use

1. Website terms of use

1.1 Please read these terms of use carefully before you start to use this app. These terms of use set out the basis on which Intelliflo Limited (“intelliflo”, “we”, “our” or “us”) makes the site available to you. By accessing or using the site, or otherwise continuing to deal with us, you indicate that you accept these terms of use, and our privacy notice and cookies policy, and that you agree to abide by them. If you do not agree to these terms of use, or our privacy notice and cookies policy, please do not use the site.

1.2 “you” refers to an individual accessing the site and where appropriate also means any entity on whose behalf an individual is accessing the site. If you are using the site on behalf of an entity, you are representing that you are authorized to bind that entity in whose name these terms of use, and our privacy notice and cookies policy, are being accepted by you and that on request you will supply to us such evidence as we may request to that effect.

2. Information about us

The site is operated by Intelliflo Limited but may also include information about our affiliates and their businesses (our affiliates are other members of our group of companies). Intelliflo Limited is a limited company registered in England and Wales under company number 5206315. We have our registered office at Wellington House, 60-68 Wimbledon Hill Road, SW19 7PA. Our main trading address is Wellington House, 60-68 Wimbledon Hill Road, SW19 7PA. Our VAT number is 172 5223 25.

3. Purpose of the site and further information

3.1 The site is intended as a source of general information about our and our affiliates’ businesses, solutions, products and services. If you are (or you represent) an existing customer, then this site also enables you to access our services. Your access to and use of the site for the purposes of using our services through the site will be subject to a separate agreement that you (or the entity you represent) entered into with us regarding the use of such services.

3.2 intelliflo aims to update the site regularly and may change the content of the site at any time. Any of the material on the site may be out of date at any given time, and intelliflo is under no obligation to update such material. To the maximum extent permitted by law, we disclaim all warranties or representations that the site will be error-free or continuously available, or that the contents of the site are accurate, complete, up-to-date, or fit for any particular purpose. You understand and agree that your access to and use of the site and its contents is at your own initiative and risk.

3.3 If you are interested in acquiring our solutions, products and services, we invite you to contact us for information and advice tailored to your needs at [email protected], or by getting in touch with us via the site. Our solutions, products and services are supplied subject to separate terms and conditions.

3.4 You should not rely on the general information on the site and to the extent permitted by law, we will not be legally responsible to you or to anyone else who is told such information and places reliance upon it. Please see paragraph 7 below for a more detailed explanation of the limits of our liability.

4. Accessing the site

4.1 We permit access to the site on a temporary basis and reserve the right to withdraw or amend the site for any reason and without notice. intelliflo will not be liable to you if for any reason the site is unavailable at any time or for any period.

4.2 You are responsible for making all arrangements necessary for you to have access to the site. You are also responsible for ensuring that all persons who access the site through your internet connection are aware of these terms of use and comply with them.

5. How you may use the site

5.1 You may use our site only for lawful purposes. You may not use our site:

a. In any way that breaches any applicable local, national or international law or regulation.

b. In any way that is unlawful or fraudulent or has any unlawful or fraudulent purpose or effect.

c. For the purpose of harming or attempting to harm minors in any way.

d. To transmit, or procure the sending of, any unsolicited or unauthorized advertising or promotional material or any other form of similar solicitation (i.e., spam).

e. To knowingly transmit any data, send or upload any material that contains viruses, Trojan horses, worms, time-bombs, keystroke loggers, spyware, adware or any other harmful programs or similar computer code designed to adversely affect the operation of any computer software or hardware.

5.2 You must not attempt to gain unauthorized access to the site, the server on which the site is stored, or any server, computer or database connected to the site. You must not attack the site via a denial-of-service attack or a distributed denial-of service attack.

5.3 If you act in breach of paragraph 5.2 above, you will commit a criminal offense under the Computer Misuse Act 1990. intelliflo will report any such breach to the relevant law enforcement authorities and intelliflo will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use the site will cease immediately.

5.4 In connection with your use of the site and that of any person authorized by you to use the site, you are responsible for compliance with all applicable laws and regulations of all relevant jurisdictions.

5.5 You are responsible for obtaining all consents and approvals that may be required with regard to your access and use of the site and the content, or with regard to your disclosure of any information that you provide to us in connection with the site, regardless of whether such consents and approvals are required by law or otherwise.

6. Intellectual property rights

6.1 intelliflo respects the intellectual property rights of others and expects you to respect its intellectual property rights. intelliflo is the owner or licensee of copyright and all other intellectual property rights that subsist in the site, and of all materials (including all of the information, communications, software, scripting, photos, text, video, graphics, music, sounds, images and other materials and services) found or displayed on or made available through the site (“content”). The content is protected by copyright or other intellectual property laws and treaties around the world. All such rights are reserved. We grant you a limited, personal license to access and make personal use of the site and the content solely for the following purposes:

a. You may print off one copy, and may download extracts, of any page(s) from the site for your personal reference and you may draw the attention of others within your organization to material posted on the site.

b. You must always acknowledge our status (and that of any identified contributors) as the authors of the content.

c. You must not:

  • Modify the paper or digital copies of any content (including any content you have printed off our site or downloaded in any way);
  • Use any content (including illustrations, photographs, video or audio sequences or any graphics) separately from any accompanying text; and
  • Use any part of the content for commercial purposes without obtaining a license to do so from us or our licensors.

6.2 If you print off, copy or download any content (whether in whole or in part) in breach of these terms of use, your license to access and use the site and any content will cease immediately and you must, at our option, return or destroy any copies of the content in your possession or control.

6.3 intelliflo and intelliflo office are trading and product names and belong to intelliflo Limited. intelliflo Limited has built up considerable reputation and goodwill in these names and protects them as registered and unregistered trademarks.

6.4 Other logos, brand names and trade names appearing on our site are the registered on unregistered trademarks of our clients and partners and may also be protected by copyright.

6.5 By submitting any information or material on, or through the use of the site, you grant, or warrant that the owner of such material has expressly granted, us a royalty-free, fully-paid, perpetual, irrevocable, non-exclusive, worldwide license and right to use, make and have made, reproduce, modify, adapt, publish, translate, and distribute such material (in whole or in part) and to incorporate it in other works in any form, media, or technology now known or hereafter developed as available on the site.

7. The limits of our liability and indemnification

7.1 To the extent permitted by law, intelliflo, other members of our group of companies and third parties connected to us expressly exclude:

a. Any guarantees, representations, or warranties (whether express or implied) that the site or its contents are complete, accurate, up-to-date, or fit for any particular purpose;

b. All conditions, warranties and other terms which might otherwise be implied by statute, common law or the law of equity (other than those conditions or warranties that cannot be excluded as a matter of law);

c. Any liability for any direct, indirect or consequential loss or damage incurred by any user in connection with the site or in connection with the use, inability to use, or results of the use of the site, the content, and any websites linked to the site, including, without limitation, any liability for:

  • Loss of income or revenue;
  • Loss of business;
  • Loss of profits or contracts;
  • Loss of anticipated savings;
  • Loss of data;
  • Loss of goodwill;
  • Wasted management or office time; and
  • Any other loss or damage of any kind, however arising and whether caused by tort (including negligence), breach of contract or otherwise, even if foreseeable;

provided that this condition shall not prevent claims for loss of or damage to your tangible property or any other claims for direct financial loss that are not excluded by any of the categories set out above.

7.2 intelliflo will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of the Site or to your downloading of any content posted on it, or on any website linked to it.

7.3 This clause 7 does not affect our liability for death or personal injury arising from our negligence, nor our liability for fraudulent misrepresentation or misrepresentation as to a fundamental matter, nor any other liability which cannot be excluded or limited under applicable law.

7.4 You agree to indemnify, defend, and hold us and our affiliates, and the members, managers, officers, directors, employees, agents, and representatives of each of the foregoing (the “indemnified parties”), harmless from and against all claims, demands, suits or other proceedings, and all resulting loss, damage, liability, cost, and expense (including reasonable attorneys’ fees), due to or arising out of content, data, information, other materials that you submit, post to, or transmit through the site, your access to or use of the content and the site, your violation of these terms of use, or your violation of any rights of another (but not to the extent that the loss, damage, liability, cost, or expense was caused or contributed to by the indemnified parties). We reserve, and you grant to us, the right to assume the exclusive defense and control of any matter subject to indemnification by you hereunder. All rights and duties of indemnification that are set forth herein shall survive termination of these terms of use.

8. Information about you and your visits to the site

8.1 intelliflo processes information about you. For more information, please see our privacy notice. By using the site, you warrant that all data provided by you is accurate.

8.2 intelliflo uses cookies and similar technologies. For more information, please see our cookies policy.

9. Linking to the site

9.1 You may link to our home page, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists.

9.2 You must not establish a link from any website that is not owned by you.

9.3 The site must not be framed on any other site, nor may you create a link to any part of the site other than the home page. intelliflo reserve the right to withdraw linking permission without notice.

9.4 If you wish to make any use of material on the site other than that set out above, please address your request to [email protected].

10. Links from the site

Where the site contains links to other sites and resources provided by third parties, these links are provided for your information only. intelliflo have no control over the contents of those sites or resources and accept no responsibility for them or for any loss or damage that may arise from your use of them. Any links to third party sites or resources should not be treated as an endorsement of the third party by intelliflo, or as an indication of any affiliation between intelliflo and the third party.

11. Jurisdiction and applicable law

11.1 The English courts will have exclusive jurisdiction over any claim arising from, or related to, a visit to the site although intelliflo retain the right to bring proceedings against you for breach of these terms in your country of residence or any other relevant country.

11.2 These terms of use and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the laws of England and Wales.

12. Amendments

intelliflo may revise these terms of use at any time by amending this page. You should check this page from time to time to take notice of any changes intelliflo made. Any amendments to these terms will be effective from the date they are made, unless otherwise expressly indicated. You will be deemed to have accepted any amendments to these terms if you continue to access or use the site, or any content available through the site, after this page has been updated. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on the site.

13. Contact details

If you have any questions about these terms of use, please contact [email protected].

Understand the terms and conditions governing your use of the My Continuum PFP app. Stay informed about your rights and responsibilities.

Stay Connected

Follow us on social media for updates, tips, and announcements. Join our community and be part of the conversation around financial empowerment.

My Continuum PFP app is designed with you in mind, and we’re dedicated to providing ongoing support. Your financial journey matters to us. Let’s navigate it together!

For direct support, contact us at [email protected] or call our helpline at 0345 643 0770.

My Continuum PFP – Empowering Your Financial Future.