OUR SYSTEM
We Help You Take Control of Your Financial World by Providing You With Your Own Personal Financial Website.
See all your accounts in one place:
First, we start by helping you to identify and prioritize your goals. If you have a partner, we work with both of you to make sure your financial goals are in alignment.
Know What You’re Spending:
Next, we analyze and evaluate where you are today relative to your goals. During this stage of the process, we evaluate.
Be Alerted to Significant Changes:
Alerts notify you of upcoming events and significant changes to your accounts.
See If You’re on Target:
Financial Workshop shows you if you’re on target to reach your retirement, education, protection, and other financial goals.
Get Organized:
Store important documents and photos in an online Vault for quick and easy access.
Manage Wants vs Needs:
Budgeting tools help you easily monitor your progress toward reaching your desired savings goals.
Go Paperless:
Receive your important US postal mail safely and securely online with Digital Postal Mail.
Know More about Your Investments:
Interactive charts and detailed views of your investments provide you with increased transparency into your accounts.
Access Anytime, from Anywhere:
A mobile version of your Personal Financial Website is accessible on the iPhone, Android, Blackberry, and most other popular smartphones.
Save Time and Money on Travel:
Track valuable rewards programs and be alerted to upcoming expirations, lower flight rates, and other special deals with the Awards Manager.
Safe and Secure:
Your Personal Financial Website is monitored by leading security specialists 24/7 and is non-transactional. Your money cannot be moved or accessed on your Personal Financial Website.