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Are you looking for a money management solution that is immediately accessible within your Online Banking service? Our Personal Financial Management service provides a convenient way to manage and monitor the big picture of your personal account data, including investments, savings, budgets, spending, net worth, debts, trends and more!
Personal Financial Management is easily accessible from your Online Banking home page. Best of all, it’s responsive to any device, including desktop, laptop, tablets and smartphones.
PFM Features Help You Achieve Your Financial Goals
1. On the Online Banking home page, click or tap the Link Account button. Or, you may click or tap either the Link Account icon that appears above the first account group, or the Link Account tile that appears below the account groups.
2. When a list of popular financial institutions appears, select your financial institution by either:
Clicking or tapping the financial institution or logo from the list, or
Typing the name or URL of your financial institution in the Search box if it does not appear on the list. As you type, matching financial institutions will appear. Click a financial institution name to select it.
3. Enter your Online Banking credentials for the external financial institution and click or tap Continue. If the external financial institution requires multifactor authentication, you will be prompted to supply more information to complete the login.
Important Note: Personal Financial Management does not allow transactions within your external (non-Apple Bank) accounts, or between your internal Apple Bank and external accounts.
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