My Financial Life

My Financial Life puts financial wellness digital experiences at worker's fingertips any time, from any device.

A Personalized Experience

The My Financial Life tab is the gateway to the full set of available capabilities. Content will be personalized, reflecting workers’ engagement over time.

Plan a Budget—budgeting tool

Workers have the power to manage personal finances and a budget on a single site. By consolidating their view of bank and credit accounts from 15,000 institutions and providers, it’s easy to track spending by category, identify trends and plan for expenses.

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Financial wellness assessment

A simple 15-question Financial Wellness Assessment suggests areas of focus to help improve financial wellness. Participants get actionable next steps, and you’ll get aggregate assessment results to help identify financial stress trends within your workforce.

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My Interests—content personalization

Workers identify what topics are most important to them and content is personalized to give them the information they want and need.

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For Compliance use Only:1022069-00001-00

For Compliance use Only:

My Financial LifeMy Financial Life puts financial wellness digital experiences at worker's fingertips any time, from any device.
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