Everyday Banking
How to Enroll in Personal Finance
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Personal Finance is a feature of online banking that can help you easily and securely view all your accounts, from multiple financial institutions, in one place.
To Enroll in Personal Finance:
- Click Personal Finance on the Tools menu
- From the Take Control of Your Financial Future enrollment screen, enroll as follows:
- Click the Personal Finance Disclosures terms and conditions link
- Select the agreement check box
- Click Get Started (you are automatically signed in upon enrollment)
Once enrolled, you can add accounts from other financial institutions, create budgets, track spending patterns, and monitor your progress toward financial goals.