CONVENIENT ONLINE BANKING

• Free Bill Pay:



• Schedule Recurring Or One-Time Payments For Medical, Dental, & Vision
• View Payment History By Date, Provider, Or Category
• Export Bill Pay History To Quicken Or Microsoft Money For Accounting & Taxes

• Receive Email Notifications:



• When Account Balance Drops Below A Specific Amount You Have Designated As A Minimum Balance (Use As A Reminder To Fund Your Account)
• When Account Balance Reaches A Specific Amount You Have Designated As A Maximum Balance (Use As A Goal Or Investment Reminder)

• View HSA, Investments, & Line-Of-Credit Accounts

• Export Account History Into Quicken Or Microsoft Money For Personal Accounting And Tax Preparation

• Fund Online With A Credit Card, Outside Bank Account, Or Wire Transfer

FINANCIAL DASHBOARD

• Financial Dashboard: Allows you to view all your online financial accounts (i.e. checking, savings, investment, and credit card accounts) from a range of financial institutions on a single web page.



• From one convenient location, keep tabs on your finances by managing all your banking and investment accounts, including your credit card, loan, and other bill payments.
• Monitor your spending by setting up minimum balance email alerts.
• Manage credit card debt by setting up balance alerts on your credit card balances
• Have only one ID and Password for all your accounts (i.e. checking, savings, investment, and credit card accounts).

PLANNING MADE EASY WITH HSA CALCULATORS

• HSA Savings Calculator: Use this calculator to determine how much your HSA can be worth over time by providing:



• Number Of Years Before Retirement
• Monthly HSA Contributions
• Estimated Monthly Healthcare Expense
• Annual Rate Of Return
• Expected Inflation Rate

• HSA Goal Calculator: Use this calculator to determine how much to deposit each month to reach retirement goals by providing:



• Type Of HDHP (Single Or Family)
• How Much You Want To Carry Into Retirement
• How Many Years Before Retirement
• Estimated Monthly Healthcare Expenses