pvbank wy

Maryellen helped us today open an account for our daughter. It was so easy and she gave us all the information organized. I was in and out of the bank in less than an hour!

Overall, I really like this app. I use it every day to monitor my accounts and investments with PVB. It’s pretty intuitive. A couple of things I wish would be tweaked: 1) I can’t find any way to edit the Tags list. I add new ones as needed, but some I’ve used in the past are no longer necessary for me and my list is quite long. It would make it easier to navigate if I could remove old ones I no longer use. The only caveat to that would be, if I’ve used the Tag in the past I’d want it to stay tagged on previous transactions. Maybe that’s not possible but worth mentioning. 2) I find that often when I’m searching within an account and try to find an old transaction I get a message saying “No transactions found”. I can’t tell why some transactions show and others don’t. I’ve checked the date range and that doesn’t seem to be it. 3) I wish there was a Help section in the app or someway to troubleshoot problems so I don’t have to call the IT person at the bank for help if I have an issue.

Much improved! Just started using and will test functionality and update review as needed.