Streamline Your Finances with Finicity: Effortless Money Transfers and Account Management

Melanie Tarrant on June 10, 2024

At AGCU, we’re excited to introduce Finicity’s seamless integration with our digital banking platform, bringing you a revolutionary way to manage your finances. With Finicity, you can easily transfer money between your accounts at different financial institutions and get a real-time view of your financial health—all from the convenience of the AGCU dashboard.

What is Finicity?

Finicity is an innovative platform enabling you to connect, access, and share your financial data securely. Link your accounts across various banks and credit unions, providing a comprehensive view of your financial landscape. This integration offers a holistic approach to financial management, empowering you to confidently make informed decisions.

How to Set Up Finicity for Money Transfers

Setting up Finicity to transfer funds between your accounts is a straightforward process:

  1. Gather Your Information:
    • Have your account and routing numbers ready for the external financial institution (FI) you want to link.
  2. Initiate the Connection:
    • Log in to your AGCU app or online banking portal.
    • Navigate to the “Account Transfers” section and select the option to add an external account.
  3. Provide Your Details:
    • Enter the account and routing numbers of the external FI you wish to connect.
  4. Verify Small Deposits:
    • Within a few days, you’ll receive two small deposits in your external account.
    • Return to the AGCU app or portal, where you’ll be prompted to verify the amounts of these deposits.
  5. Start Transferring Funds:
    • Once verified, your external account will be linked, and you can start effortlessly transferring money between them. (Transfers with other institutions may take 1-3 days to complete)

Manage Your Finances with Ease

Finicity’s integration doesn’t stop at transferring funds. It also lets you view and manage all your connected accounts directly from the AGCU dashboard. Here’s how this feature can simplify your financial life:

  • **Centralized Dashboard: Access a consolidated view of all your financial accounts, including checking, savings, loans, and credit cards, right within the AGCU app. No more juggling multiple apps or logging into various websites.
  • **Real-Time Insights: Get up-to-date information on your account balances and transactions, helping you stay on top of your finances effortlessly.
  • **Holistic Financial Management: Track your spending, monitor your savings goals, and make smarter budgeting decisions with a complete picture of your financial health.

Why Choose Finicity with AGCU?

  • Convenience: Streamline your financial management by having all your accounts in one place.
  • Security: Enjoy peace of mind knowing that your financial data is protected with industry-leading security measures.
  • Empowerment: Gain control over your finances with easy transfers and comprehensive visibility into your financial situation.

Getting Started

Ready to experience the benefits of Finicity? Here’s how you can get started:

  1. Download the AGCU App: If you haven’t already, download our mobile app from the App Store or Google Play.
  2. Log In: Use your AGCU credentials to access your account.
  3. Follow the Setup Steps: Link your external accounts and verify small deposits to start transferring money and viewing your finances all in one place.

At AGCU, we’re committed to providing you with tools that make managing your finances simpler and more efficient. With Finicity, transferring money and gaining insight into your financial health has never been easier. Start exploring the benefits of Finicity today and take control of your financial future!

For any questions or assistance, feel free to contact our support team or visit your nearest AGCU branch.

#Finicity #AGCU #FinancialManagement #BankingWithPurpose #MoneyTransfers #SpringfieldMO