Tips and Resources

We're excited to join your financial journey.

We understand that managing your finances can be stressful, no matter how much money you have. That's why we provide products, services and tools designed to put you in control of your banking and on the road to becoming your own money master.

The following resources will help you get off to a good start, and don't forget we're available if you have any questions or concerns. We're here to help you reach your financial goals!


General Information


Quick Start Recommendations

Tips for Handling Your Accounts

➡️Fraud Prevention Resource Center

Please Note:
Our bankers will never call, text, or email you to request your personal information, username, passwords, etc. If you receive such a request, please contact Customer Care at 888-529-5450.

Social Media

We often use social media to make announcements, share information, and to educate.

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Quick Start Banking Set Up

If you're ready to get started, here's our "quick start" recommendation:

  1. Enroll in digital banking and set up account alerts
  2. Set up direct deposit (don't forget an automatic savings plan!)
  3. Review our switch kit to ensure you don't overlook any automatic deposits, withdrawals, or payments
  4. Set up recurring payments or ACH transactions
  5. Link outside accounts (like credit cards and investments)
  6. Take a look at your Financial Insights dashboard
  7. Subscribe to our Financial Wellness Blog

Don't forget - we're here to help. Check out Digital Banking FAQs or let us know if you have any questions or concerns. 

Tips for Maximizing Your Money

Direct Deposit icon

Direct Deposit

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Set up Direct Deposit. (You can also use this Direct Deposit Form)

If possible, direct a portion (even $5 adds up over time) to a savings account for an automatic savings plan.

Set up Account Alerts so you'll know when a deposit has been made.

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Digital Banking

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Digital banking tools help you get organized, making it easier to take control of your money. Enroll now, then download our mobile app for banking on-the-go.


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Health Savings Account (HSA) icon

Health Savings Accounts (HSAs)

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Find out if you're eligible for a Health Savings Account.

HSA funds can be used to pay for qualified medical expenses and may reduce your taxable income. (Check with your tax advisor for details.) Some employers deposit funds into HSAs (i.e. matching funds, or as a wellness incentive), so be sure to maximize this benefit.

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Review Your Current Loans

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Evaluate your loans.

Mastering your money means understanding your debt. At least once a year, you should review your interest rates, loan terms, and other details to determine if the loans you have are still the best fit for your financial goals. It might be time to consolidate, refinance, or pay off your loans - or to leave things just as they are.

Review your credit report and monitor your credit score

Review Your Credit Report

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Review your credit report.

Understanding your debt means understanding your credit score. Look for mistakes on your credit report and take steps to ensure your score is as high as possible. 



Learn More

Financial education is a life-long endeavor.

Learn as much as you can about budgeting, investing, credit, data security, and more. Find reliable sources, mentors, and advisors you can turn to when you have questions. Start with our Financial Wellness Blog.

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