Discontinuation of Personal Financial Management

We wanted to inform you of some upcoming changes to your digital banking experience.  On November 18th, we will be removing Personal Financial Management (PFM) tools from your online banking and mobile banking app. This means that functionality such as linking to external accounts, assets and liabilities, transaction categories, spending and trends analysis and budgeting will no longer be available.  All other features within our online banking and mobile apps will remain the same, including the ability to link  Aviso accounts.
This decision was not made lightly and was ultimately made based on ongoing assessment of PFM’s performance. We are working to prioritize digital tools that are easier to use by a larger portion of our members, and that are more reflective of banking needs and trends going forward.

 Should you have any questions for us, please reach out to us.

Credential Direct CUDGC