How do I set up a Savings Goal in Online and Mobile Banking?
Sign into online or mobile banking,
In mobile banking, navigate to “More” at the bottom, then to “Financial Health” at the top and select “Savings Goal.”
In online banking, select “Financial Health” in the navigation bar, and in the drop-down, select “Savings Goal.”
Then select “+ Add” to add a goal and select what you want the goal to be for. At the bottom of the page, select “Next” and enter
- Goal Amount
- Start Date
- Target Date
- Frequency
Then select “Next,” and then you can determine the best goal rules to help you stay on track. Designate funds within your account based on your chosen schedule or as a percentage of every deposit into your linked account.
Select “Next,” which will take you to a page where you can get an overview of your goal. If everything looks good, select “Confirm.” Then, you’re ready to start saving!
