All of Your Accounts in One Place
Viewing all of your accounts and maintaining financial wellness is available wherever you go. With FinSavvy® from Visions Federal Credit Union, you can easily view accounts from other financial institutions and stay on top of your finances.
Total Financial View
With FinSavvy®, your financial transactions can be categorized to better understand where your money is going. Organize your finances by category to help you budget and reach financial goals!
Transactions can be organized and defined from all your accounts, allowing you to understand how much you spend on everyday items such as groceries, gas, utilities, and more.
Who can use FinSavvy®?
FinSavvy® is a free service for Visions FCU members. If you are not a member, click here to join the credit union. You may also call our Contact Center at 800.242.2120.
Are there fees?
No. FinSavvy® is a free service for Visions FCU members.
Is FinSavvy® secure?
Yes. Using FinSavvy® is safe. All data is transmitted over SSL with a VeriSign Class 3 Extended Validation SSL Certificate.
Where do I access FinSavvy®?
FinSavvy can be found in mobile banking.
How does FinSavvy® get my account information?
FinSavvy® connects to Visions FCU and other institutions through secure connections by using your user ID and password for each institution's online banking setup to aggregate your financial data.
Why do some of my accounts show more history than others?
The amount of transaction history in FinSavvy® depends on the amount of data each financial institution makes available.
What if I need help?
Give us a call at 800.242.2120, or utilize our Live Chat feature in online or mobile banking.
How do I add my spouse or family members' accounts?
If you are cross-authorized on your family members Visions FCU account(s) they should display once you connect the accounts to FinSavvy®. If you are a joint owner on those accounts, but they do not display, contact Visions FCU to setup cross-authorization access at 800.242.2120.