Online User Guide Fox Communities Credit Union

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Manage Accounts Initial Setup

Setting up financial goals for yourself is just as important as establishing a budget. As you move closer to your objectives, our Manage My Money service not only serves as a rearview mirror to see how far you have come, but also as a map, so you can see how much further you need to go. The path toward funding expenses such as a home, vacation or even the tuition for a new career becomes clearer and easier to manage. The tools within Manage My Money help you calculate your net worth, set budgets, view your spending habits and trends and set up a debt payment plan. Linking an Account Before you can begin setting up your financial goals, you need to link all your accounts, items you own and debts.

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Click the View all accounts button at the bottom of the accounts list. 1. Click the Add account button and select “Link an Account.” 2. Locate your financial institution using the list or the search bar. 3. Log into your account and select the accounts to share.

Manage Accounts: Initial Setup