Financial Wellness

Financial Wellness is a digital money management tool, integrated into Exchange OnLine and the mobile app, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way.

Enroll in Exchange OnLine

Control your money. Don't let it control you.

Financial Wellness money management tools are available inside Exchange OnLine from a computer or inside the mobile app!

Get it Together

Add accounts from other financial institutions to get a complete picture of your finances. Financial Wellness aggregates 10,000+ financial institutions, so you see transactions from ALL your accounts in one place.

Create Savings Goals

Create custom a savings plan tailored to your unique financial goals. Whether you're saving for a dream vacation or an emergency fund, the savings goal tool helps you stay on track and achieve your goals faster. Start setting your savings goals today and take control of your financial future!

Track Your Expenses

See where your money is going. Get powerful insights on where, when and how you spend. Financial Wellness automatically categorizes and tracks spending from ALL your accounts. Graphs and charts help you identify your spending habits.