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Smart Money Management

Maintain a Healthy Budget and 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 healthy budget and smart financial plan from regular everyday purchases and transactions to affording life’s biggest moments.

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

 
  • Debit card
  • E-check deposit
  • Dividends
  • Rewards
  • Online & Mobile Banking
  • Interactive ATMs
  • Online check ordering

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 and Articles
  • Banzai Financial Education, Online money skills games, Coaches, Articles and Interactive Calculators

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

 
  • Online
  • Mobile App
  • Interactive ATMs
  • 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. Call 315-735-8571 to talk about your options or make an appointment with one of our friendly and knowledgeable representatives today.

Let’s Get Started

Make an appointment with one of our friendly Member service representatives today.

Make an Appointment

Our money management tools can help you create a budget and track your spending and savings habits. Shift as needed for your personal financial goals.

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.