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First Reliance Bank

My Finance - Your Personal Financial Management Tool

Q3_2018_600x156_emailBetter Together: Sync Your Finances, Access Life!

Access all your accounts in one place with the new My Finance tool in Online Banking

You’re busy. So does it really make sense to have to go to one site to check our your car loan, another to pay your mortgage and yet another to see your checking account? No. We agree and have done something about it with My Finance in Online and Mobile Banking!

Access all your accounts in one spot with My Finance. By doing so, you’ll get a better idea of what is happening across your entire financial life in real time, without having to jump back and forth from one account window to another.

What’s more, once you sync all your information, our powerful My Finance will be able to share with you powerful information – and you don’t have to lift a finger!

See your monthly cash flow. Check on savings goals. Analyze your spending patterns. Set spending targets. You can do all this across all your accounts.

Get a clear view of your entire financial picture in one spot.

We’ve made it easy!

Aggregate your checking, savings, loans, 401ks, IRAs, etc., all in one place and take control of your financial destiny! Our My Finance has the power to help you get it done!

How to Add an Account & Get Control

The real power of My Finance is in its ability to help you gain control of your finances by monitoring all your accounts in one place.

Step 1: On your Dashboard, click “Add” under navigation above your current accounts.

Step 2: Select your account from the available institutions OR use the search feature to find your account.

Step 3: Complete the required account information, and select “Connect.”

That’s it! It’s that simple. But while you’re there, why not add a few more?

Sync All Your Accounts