You can set up your ACH direct deposit to have part of it go into a savings account, for any trips or vacations that you have planned for 2020. To configure this, log into online banking, click on ‘My Accounts’, and then select ‘ACH Transactions’. Next, click the name of the company and then click on ‘Create New Distribution’. (If you do not see this button displayed, please contact us at the credit union for assistance.) Finally, enter the amount you would like to begin saving. Then select the account, a start and end date, and click ‘Create’ to complete the process.
Did you know that you can access your annual IRS information in online banking? Simply click ‘My Accounts’ at the top, then select ‘Dividend/Interest Summary’.