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Financial education

Reaching your goals starts here.
Enroll in Enrich for freeDownload the OnPoint Guide to Financial Wellness

Find peace of mind with our financial education resources.

Reaching your financial goals starts with personal understanding. What would you like to accomplish? How does your relationship with money affect your decisions? No matter your starting point, OnPoint provides you with the tools to achieve sustainable financial wellness.

Begin your customized financial education journey with these simple steps.

Create your profile

Enroll in Enrich for free or sign in through Digital Banking from the Financial Education menu, set your goals and gain full access to personalized recommendations.

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Your money personality

Take the money personality quiz to reflect on your relationship with money.

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Financial checkup

Complete your financial wellness checkup to establish where you’re at in your journey and unlock custom content.

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Interactive digital courses

Within Enrich, you can take any number of digital courses at your convenience built to help you achieve your financial goals.

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Sample courses from Enrich.

Your finances. Your schedule. Within Enrich, you can take any number of digital courses at your convenience built to help you achieve your financial goals.

Course_Create-Budget

Creating a budget

-Introductory-
Budgeting is a crucial component to your financial well-being and how to start building your budget based on your unique goals. You’ll also get tips to help find opportunities for spending less and reducing overall expenses.
Start this course
Course_Build-Financial-Plan

Planning for retirement

-Intermediate-
Get guidance on long-term financial management, as well as an overview of the many retirement account options available. Then, develop a detailed financial assessment to help you evaluate your next steps to ensure a comfortable retirement.
Start this course
Course_Mastering-Credit

Mastering credit

-Advanced-
Understand how to use credit wisely and gain debt management techniques to optimize your credit score. Discover how your debt, income, and other expenses relate to your overall credit health, and evaluate different types of credit and loans available.
Start this course

Explore more topics

Additional resources from OnPoint

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The OnPoint Guide to Personal Cybersecurity

The risk of identity theft has grown in large part due to the rising number of connected devices in our lives. Every time we open an account to try a new service, swipe our cards, or participate in social media, we increase the risk of exposure. Millions of Americans are the victims of identity theft and fraud each year. With …
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Financial Advice

Navigating Credit Reports & Understanding Credit Scores

This eBook is intended to help you understand credit reports, credit scores and how they impact your financial health. The information is applicable to nearly every consumer. If you have a credit card, student loan, mortgage or any other form of credit, you have a credit report. Your credit report informs potential lenders about your financial habits. If your report …
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Financial Advice

Emergency Savings—Your Defense Against the Unexpected

Do you have an emergency savings account to help you cover unpredictable costs or disruption to your income? If not, you’re not alone. Since these expenses are often unpredictable, it’s easy to delay saving for an emergency. Now more than ever, the benefit of an emergency fund is clear—helping to cover or off-set unexpected expenses, like a major injury, medical …
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Financial Advice

Achieve Your Financial Goals with a Money Buddy

2020 was a challenging year for many Americans. More than 11 million people collected unemployment benefits, and several small businesses struggled to stay afloat. However, even in these uncertain financial times, you can still take proactive steps to reach your financial goals. If pursuing your financial goals feels too difficult or demanding, you’re not alone. One way to stay on …
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Digital banking tools to help reach your financial goals.

Understand the health of your finances with OnPoint’s Personal Finance Manager. Using the information from your OnPoint accounts, you can develop a budget with pre-built suggestions and transaction categories that are simple to customize. Plus, get a long-term view to track trends in your spending habits over longer periods of time. You can even securely link external accounts from other financial institutions for a holistic view

Log into digital banking
Example image of budgeting tool within Digital Banking

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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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