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Smart Money Management

Maintain a Smart Financial Plan

From birth to retirement, First Source can help you plan, save, spend and live financially smarter with great Money Management tools. 

The solutions below can help you maintain a smart financial plan through your daily activities and life’s biggest moments.

Easy Checking Solution
All you need in the Only One Checking account

  • Debit card

  • E-check deposit

  • Dividends

  • Rewards

Savings Options
Everything to fit your specific needs

  • Regular Share

  • Term Share Certificate

  • Money Market

  • Special Purpose

  • IRA

Budgeting Tools
Planning, saving & spending wisely

  • Build and Manage your budget right in Online Banking

  • Balance Financial Fitness Webinars, Articles and Coaches

  • Banzai Financial Education, Online games, Articles and Interactive Calculators

Banking From Anywhere
On your schedule and the way you like best

  • Online

  • Mobile App


  • Automated and live telephone banking

  • In person

Live Smarter and easily manage your money the way that works best for you. Begin your path to Smart Money Management today with First Source.

If you’re an existing First Source Member, you can start now and access Money Management tools by setting up the budget tracker in online banking. Get started or call 315-735-8571 to talk about your options. 

Get Started

Let’s Get Started

We look forward to helping you.


Our money management tools can help you create a budget and track your spending and savings habits. With proper planning you can help reduce your financial stress and look to a comfortable future.

Federally insured by NCUA. Membership and credit requirements apply. Rates and terms determined by overall credit history and subject to change. By submitting your email, you give First Source permission to send you informative and promotional emails, including information on upcoming events, products, and services. You may change your designation at any time in the future. Thank you for letting us help you Live Smarter.