Saving toward your financial goals can be challenging. Let us help you get there with our new feature, Goal Builder, available within My Credit Union Online. Whether you’re saving for a dream vacation, a new home, or your child’s education, Goal Builder allows you to set up, manage, and track progress toward multiple savings goals- all under one account. However, Goal Builder does not open separate accounts for you, rather it organizes ONE account into different buckets for each goal.
Here’s how Goal Builder works:
- Link your accounts: Link your savings, club account, or checking account to goal builder.
- Set up your goals: Select from 10 goal categories to get started on your financial journey. Can’t find your exact goal? Create your own custom goal that fits your dreams.
- Designate money: Arrange one-time or automatic, recurring contributions to fund your goals.
- Track progress: Keep tabs on your goals. Everything you need to monitor your progress is conveniently organized in one place and adjust your strategies as needed.
- Improve your financial health: Watch your savings grow as you make progress towards your goals.
Where to Find Goal Builder:
Mobile Banking:
- Login
- Select “More” from the bottom banner
- Select “Goal Builder”
- Get Started
Online Banking:
- Login
- Select the “Goal Builder” from the top banner
- Get Started
With Goal Builder, your financial goals are no longer distant aspirations but achievable milestones waiting to be reached. Start building your brighter future today.
