How to Enroll in Personal Finance

Personal Finance is another feature of online banking that can help you easily and securely view all your accounts, from multiple financial institutions, in one place.


  • Click Personal Finance on the Tools menu.
  • From the Take Control of Your Financial Future enrollment screen, enroll in Personal Finance as follows:
  • Click the Personal Finance Disclosures terms and conditions link.
  • Select the agreement check box
  • Click Get Started. You’ll be enrolled in Personal Finance and automatically signed in.
  • From there, you can add other accounts, then create a budget, see spending patterns, track toward goals, and more!