How do I activate the Financial Wellness feature in digital banking?
Our digital banking platform offers enhanced financial wellness tools designed to help you evaluate and manage your financial health.
Once you activate these tools, you’ll be able to:
- Conduct regular financial health checkups.
- Analyze your spending.
- View financial forecasts.
- Connect your external accounts to see them all on one dashboard.
- Connect your external accounts to see them all on one dashboard.
Follow these steps to activate your free financial wellness tools in digital banking.
Mobile
If you're using a mobile device, follow the steps below. For computers, go to the desktop steps
At bottom right, tap Menu.
Tap Settings, then Profile.
Tap Preferences.
Tap Activate.
Review terms and conditions and tap the box to accept, then tap Activate.
You will see a confirmation screen letting you know the activation may take up to 24 hours.
Desktop
If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps
From the top menu, click Profile (person icon).
Select Profile.
Click the Preferences tab.
Click Activate.
Review terms and conditions and click the box to accept, then click Activate.
You will see a confirmation screen letting you know the activation may take up to 24 hours.
