Welcome to your personal financial locker, or FinLocker.   It’s free, brought to you by your financial institution. Here, you can kickstart or accelerate your journey to managing your finances. 

 

To start, you will electronically import your checking, savings, credit card, investment accounts (any accounts you want to include in your locker, now or later) direct from your financial institution(s).  Sign in using your user id and password just like you would do at your bank or brokerage company. Then you establish goals, such as getting out of debt, decreasing your spending on eating out or saving for a major purchase.  You can also establish a budget, analyze your cashflowunderstand your net worth, track your credit score, or save for a new home.   

 

Is this secure? Absolutely. Your data is encrypted in transit over the internet and in the financial locker.  We only collect information about you from external parties with your consent. We leverage modern information security strategies to wrap your data in multiple layers of protection.  The type of access to your accounts is also restricted.   It is “read-only” access, meaning that it is only possible for the system to view the data, not change it.   

 

Note: your financial locker works best in Chrome, Safari, and Firefox.