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發佈日期 22-12-2018

Read in: 廣東話

Planto 101 : How to link MPF accounts on Planto?

Planto helps you consolidate your MPF accounts so you know what your total balance is. The process the same as how we help you consolidate your other accounts - you simply input your online credentials and the data is aggregated using the ‘screen scraping’ method.

Instructions💡

Planto currently supports 6 MPF providers on our platform.

  1. AIA

  2. BCT

  3. Fidelity

  4. Manulife

  5. Principal

What’s next?🤔

After linking your accounts, Planto will automatically consolidate all your MPF accounts and you will see the outstanding balance on the app. Going forward, you will get the updated balance by simply clicking on the refresh button. You can even get automatic daily updates if you enable auto refresh!

The Planto team will also keep working hard to add more MPF providers to our platform. If you don’t see your provider here, contact us at hello@planto.hk and we will arrange to set it up!

Still having trouble?

Reach out to us via the in-app Live Chat any time if you face issues linking your accounts!🤗

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