Enhanced Financial Wellness Toolkit!
Financial Wellness at your Fingertips
You asked, and we listened! Introducing the Enhanced Financial Wellness suite of products now available in online banking and the mobile banking app.
These new budgeting tools are designed to make managing your finances easier, more intuitive, and completely transparent. With enhanced features that allow you to effortlessly track spending, set goals, and stay on budget, achieving financial wellness has never been easier.
Ready to take control of your financial future? Simply log into your account through online banking or the mobile banking app to experience the difference. With these new budgeting tools, you’ll be equipped to make smarter financial decisions and stay on track to achieve your financial goals.
Enhanced Financial Wellness Tools
Transparent Transaction Reporting:
You will now see a clear explanation of the purchase made, vendor, date, and amount for that transaction.
Your transactions will also be automatically assigned to a spending category that you can then set up to monitor and track spending habits. Never let your budget get out of whack again.
You will notice this change on each of your accounts. You will see a clear reporting name of the
transaction and a category description below that transaction.
Those categories are customizable
to fit your needs.
Animated Customizable Spending Report and Budgeting Tool:
Every purchase you make will be sorted into spending categories. You can customize and move transactions around to build your own monthly spending and savings budgeting tool. This will give you a clear picture of exactly what you spend your money on each month. This will allow you to monitor, adjust, save and set spending limits for each category so that your money is working for your lifestyle and budget.
To access this feature you will need to be logged into your account online or through the mobile App. Under the Financial Planning tab you will select the Financial Wellness tool options.
My Credit Score:
Staying on top of your credit report has never been easier or more affordable – it’s FREE. You can access your credit score and so much more Anytime, Anywhere for FREE right from the mobile app.
You get: daily access to your credit score, personalized full credit reporting, real time credit monitoring alerts, Credit Score Simulator, personalized offers, financial tips, and education. All of this, without impacting your credit score. All at your fingertip in your Westmark Credit Union mobile app!
To access this feature you will need to be logged into your account online or through the mobile App. Under the Financial Planning tab you will select My Credit Score and enroll or view.
