How do I access the Personal Finance Management tool in Digital Banking?

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To start using Personal Finance Management, log into Digital Banking, then select any of the following widget titles from your Digital Banking homepage:

  • Net Worth
  • Budget
  • Spending
  • Trends
  • Debts

After reviewing and accepting the Terms and Conditions, you can begin using Personal Finance Management. This tool is fully integrated into the Digital Banking solution.

We’re here for you.

Apply for a mortgage online

Select Messages within Digital Banking
if you need to include sensitive information.

Check loan status

503.228.7077 or 800.527.3932
M-F 7 a.m.-7 p.m., Sat. 9 a.m.-3 p.m.

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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