Locker

Locker

Introduction
Welcome to your personal financial locker, or FinLocker.   It’s free, brought to you by your financial institution. Here, you can kickstart or accelerate y...
Wed, 6 Nov, 2019 at 10:10 AM
Set Up your Financial Accounts
Many of the largest institutions have lots of different login portals, divisions, and subsidiaries. Often, these will all appear when searching for the ins...
Wed, 6 Nov, 2019 at 10:15 AM
Preferences
  We ask a series of 10 questions on the importance to questions like: is it important to prepare for a future loan, use calculators to plan for future ...
Wed, 6 Nov, 2019 at 10:18 AM
Plans
We ask you for plans regarding future lending events such as a home loan, home equity, auto loan, credit cards or other.   For home loans, you are asked to...
Wed, 6 Nov, 2019 at 10:18 AM
Accounts and Transactions
The accounts and transactions tab gives you a snapshot of your accounts enrolled, along with the details associated with that account such as: deposits, ch...
Wed, 6 Nov, 2019 at 10:20 AM
Budgets
Establishing a budget helps create discipline that you don’t spend money you don’t have.  Budgeting can help you save, create an emergency fund, help you ...
Wed, 6 Nov, 2019 at 10:23 AM
Goals
This is a section to setup your financial goals.   A new home, a new car, retirement, paying off debt, saving for college or establishing an emergency fund....
Wed, 6 Nov, 2019 at 10:24 AM
Credit
You have the opportunity to obtain a credit score, credit report and have your credit file monitored for changes as part of your personal financial managem...
Wed, 6 Nov, 2019 at 10:27 AM
Credit Details
From the main dashboard, select details in the credit score section. In the credit section, you will see not only a summary of your credit score, but ...
Wed, 6 Nov, 2019 at 10:50 AM
Asset Allocation
Assets:  this is money you have in a bank (checking, savings, money market, certificate of deposit), brokerage account such as stocks, bonds, mutual funds,...
Wed, 6 Nov, 2019 at 2:15 PM