Managing different financial accounts made easy
Do you ever wish you could view all of your financial accounts in one place? Now you can! Check balances, create a budget, set goals, and more- all in one place!
What can you do with Financial Snapshot?
- Check when bills are due
- Cashflow Calendar- see when cash is coming in, and when cash is being paid out
- Create visual graphs showing your expenses and more
- Budget with ease
- Set goals and view progress
- See your Net Worth by compiling all of your account
The Benefits of Financial Snapshot:
- Flexible – it’s for every stage of life and income level, can be used to the max or just lightly
- Convenient – Members can pull most all accounts into one place, providing a snapshot view of everything
- Helpful reminders- alerts and tips
- Financial Growth for our members –Knowledge is Power!
- Peace of Mind – one safe and secure location to control their finances
Simplify Your Finances. Imagine The Possibilities.
Set a Goal & Win!
This year, make a resolution for your financial fitness. Automate your savings or pay-off goals and imagine the possibilities. Set up long-range goals like saving for a down payment or short-term goals like paying off a high-rate credit card. When you set a goal in Financial Snapshot, you're creating a plan for success with a tool that gives you confidence about the future.
You need a plan. We can help!
Add a savings or pay-off Goal in Financial Snapshot and be entered to win $500, $250 or one of three $100 prizes*. It pays to set your financial goals and make a plan to get fiscally fit.
Entering is easy. Log in to Financial Snapshot and add at least one Goal before February 28, 2017, and you’ll be automatically be entered into the drawing to win one of five cash prizes.
We’ll help you reach your financial goals!
*NO PURCHASE NECESSARY. Open only to legal residents of the 50 United States (D.C.) and Puerto Rico, 18 years and older. Ends 02/28/2017. For Official Rules, including odds, alternate method of entry, and prize description, visit the Contest Rules. Void where prohibited.
Try Financial Snapshot today!
To access Financial Snapshot, log into online banking. At the top of your online banking page, there will be a tab called "Financial Snapshot" (right after Credit Cards), click the tab to enroll!
How to Add an Account & Gain Control
The real power of Financial Snapshot is in its ability to help you gain control of your finances by monitoring all your accounts in one place.
Step 1: On your Dashboard, click "Add" under navigation above your current accounts.
Step 2: Select your account from the available institutions OR use the search feature to find your account.
Step 3: Complete the required account information, and select "Connect."
Step 4: Once your account has been added, you’ll receive a notification on the Dashboard. Confirm your transaction and balance information is correct and begin managing your finances!