Skip to Content

Your Portfolio

Personal financial management made easy

With Your Portfolio you can easily access your online accounts including investments, bank accounts, retirement accounts, loans, and credit cards all in one convenient place. All the tools you need for budgeting, tracking, and planning your finances – right at your fingertips.

  • Import accounts from other financial institutions.
  • View bill balances for monthly expenses.
  • Balances update automatically when you sign in.
  • Create your own dashboard view.
  • Categorize and track spending.
  • Set financial goals and track progress.
  • Integrated as part of your online banking suite.

 

Set up Your Portfolio today