SUMMARY

Members may create savings goals to help set aside money for the things they want or need. Begin by using Secondary Accounts to make budgeting and saving easy. Add a nickname (e.g., vacation, taxes, school) to help organize accounts. Then create savings goals to help you stay on track.

CONTACT

PHONE: 888-521-5209
HOURS: 7:30A – 5:30P CT, MON – FRI

LOGIN TO YOUR SFFCU ACCOUNT

• Tap More
• Select Planning
• Tap Savings Goals.

ENTER THE DETAILS OF YOUR REQUEST

• Tap +Create a savings goal.
• Select the savings account you want to use for the goal. Then tap Next.
• Choose a category. Then tap Next.
• Enter a Title.
• Enter a Goal Amount.
• Enter a Target Date (optional).
• Tap Create Goal.

AFTER YOUR SAVINGS GOAL IS CREATED…

• The Savings Goals screen will display. You will be able to view and manage your savings goals.
• Consider setting up Alerts to keep track of your progress.