Client Services

Frequently Asked Questions

To help customers and other visitors, we’ve compiled the frequently asked questions received by our Client Services team. 

Manage My Money FAQs

What type of services are included in Manage My Money?

Start managing your money today! Use Manage My Money to:

  • Track your Spending 
  • Establish a Budget
  • See your Net Worth

What outside accounts can I connect with Manage My Money?

Connect and import information from anywhere you have an account including banks, credit unions, even credit card providers, with just a few clicks. It’s easy and secure, and is updated automatically when you log in.

How do I use the spending tool?

Learn how to use the spending tool by watching this video.

How do I use the net worth tool? 

Learn how to use the net worth tool by watching this video.

How do I use the budget tool?

Learn how to use the budget tool by watching this video.

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