April 22, 2024

Introducing Goal Builder

Saving toward your financial goals can be challenging. Let us help you get there with our new feature, Goal Builder, available within Digital Banking. 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, money market, 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”
Tap “Financial Wellness” icon at the top
Select Goal Builder

Online Banking:

Login
Select the “Financial Tools” tab
Click Goal Builder

With Goal Builder, your financial goals are no longer distant aspirations but achievable milestones waiting to be reached. Start building your brighter future today.

Related Content: Interior Federal Goal Builder FAQ

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