The deadline to report beneficial owners to FinCEN is fast approaching. Existing companies are required to file by January 1, 2025. For more details, visit fincen.gov/boi.
Simplifying your life with easy money management tools and resources.
Account Aggregations
See all your financial account balances and transactions in one place, and get a complete financial picture. Personal Finance aggregates accounts from more than 10,000 financial institutions.
Expense Tracking
Get powerful insights on where, when, and how you spend your money. Personal Finance automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going.
Budgets
Visualize and interact with your budgets in a more useful way. Not all budgets are created equal, and using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need attention.
Security
The Personal Finance Tool is integrated into your online and mobile banking, to ensure that your sensitive information is protected with the highest of security standards.