Solutions at your fingertips
Manage your money anytime, anywhere with online and mobile banking.
These are a Few of Your Favorite Things
Convenient
Manage your accounts anytime from a desktop, tablet, or smartphone.
Secure
Two-factor authentication provides an added layer of security.
Customized
Arrange your dashboard, nickname your accounts, and add details to your transactions.
See Digital Banking in Action
Click each feature for a mobile preview.
Scroll to view more features
Download the Mobile Banking App
Everything you can do on a desktop, you can do on the app.
Insights Money Manager Tool
Manage your finances all in one intuitive interface with Trailhead’s Insights money manager. You can build personal budgets, manage your cash flow, link external accounts, and set goals for the future.
See your spending on the dashboard
The dashboard displays your top spending category each month.
- Click different parts of the wheel to see your spending breakdown. Transactions are sorted automatically into these categories with ‘tags.’
- To personalize your categories, or split the transaction between tags, click on a transaction and edit the tag.
- When you select a transaction from the dashboard you can also change the name of the transaction, create a budget, or add a recurring transaction to your Cashflow Calendar.
Set spending targets
Insights Money Manager gives you valuable insights based on your spending habits. This information will help you build a more accurate budget.
- Navigate to Budgets Progress Tile.
- Click “View Budget.”
- Click “Add Budget.”
- Personalize your spending target by adding the monthly amount and item name (for example: “Baby Expenses”). Choose the purchase category tags you want to include in this budget.
Track your cash flow
See down to the penny how much money you have coming in— and going out — each month. Simply log your income and bills into the cash flow calendar. Here’s how:
- Navigate to the “Cashflow” section.
- Click the plus sign to add your income or bills.
- Put in your monthly income and expense amounts to calculate your monthly cash flow.
Create savings goals
You can set up goals to help you plan ahead — like saving for a vacation or paying off credit card debt. Once that’s done your Goal Summary will show you the completion date and the amount you need to save each month.
- Navigate to the “Goals” section and select “Add Goal.”
- Select your desired pay off or savings goal.
- Fill out the name of the goal, which accounts you’ll use and your target date.
- Click “Save.” Your goals will automatically update based on your progress and day-to-day account balance.
Link External Accounts
You can sync accounts from other financial institutions to get a full picture of your finances. You can include retirement plans, credit cards, mortgages, and more.
- Navigate to the “Accounts” section.
- Click the plus sign to “Add Linked Account.”
- Select an institution or use the search to find your institution. Follow the prompts to add your institution.
New Users Enroll Here
Make sure you know your Member Number and have your current phone number and email address on file with us.
Frequently Asked Questions
You can access the new digital banking and your account on a desktop, laptop, mobile phone, or other internet-accessible device. Simply log in with your existing online banking credentials to both online and mobile banking. There are two access points:
- Visit our website and click Log In to get started
- Download the NEW mobile banking app from the Google Play or Apple Store
Note: You will not be able to access the website via old bookmarks or the previous mobile banking app.
Two-Factor Authentication is a security measure that allows you to request a one-time access code to log in to digital banking. The code enhances the security by creating an added layer on top of your unique username and password. This security process helps to verify you and better protect your credentials and the accounts you can access.
Yes, you can!
You can customize a unique Dashboard set up for each of your devices. Changes to one device’s Dashboard layout will not affect the arrangement on other devices.
Account statements and tax documents can be downloaded from digital banking. These are only available for accounts already enrolled in eStatements.
- Log In
- Click on any account listed
- Click on eStatements from the Account Details page in the options menu
- Statements and Taxes will be listed for each year available