Money Management

Overview     |     How it Works     |     Questions

Overview

Money Management offers a convenient and integrated experience within Online Banking. In minutes, connect all your accounts, loans, and investments to view your entire financial picture. 

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How it Works

Accounts

View your entire financial picture within Online Banking using Money Management.

Money Management allows you to import accounts from any financial institution so that you can stay on top of your finances all in one place.

To find out how to add an account to Money Management, click here.

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Budgets

Budgets are a great way to establish guardrails to help keep you on track with your financial goals. Set up budgets using Money Management to track household expenses and see how much extra you have to put towards other things, like a new car or a dream vacation.

To find out how to create a budget in Money Management, click here.

Goals

Create goals with Money Management to help save for retirement, start a rainy day fund, or pay off debt.

To learn more about how you can take control of your financial future by creating goals within Money Management, click here

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Questions?

For a full list of FAQs about Money Management, click here.

You can add checking and savings accounts, credit cards, loan and mortgage accounts, and retirement accounts. 

No. Money Management is a complimentary service provided to all our customers.

Yes, Money Management uses military-grade encryption to protect and safeguard your personal information.

Services

Personal Banking

Personal Banking

Business Banking

Business Banking

Current Promos

Current Promos