Is My Finances a new feature?

Yes. My Finances is a new feature being introduced as part of the Digital Banking Upgrade.

My Finances is a new personal financial management feature powered by AllData PFM that allows customers to view and manage financial information within digital banking.

Regarding adding external accounts to the budget in My Finances. Would there be an approval request from the external bank to the customer asking them if it is ok to give access/information to First National?

When using the My PFM tool the user is asked to enter credentials for the other institution. This action is the authority to add the account and verify the user. There is no additional approval that occurs at the time of adding an external account to the program.

Regarding the personal financial management feature, do we know yet what external accounts are eligible to connect?

You can connect accounts from thousands of participating financial institutions, including checking, savings, credit cards, mortgages, auto loans, investment accounts and many brokerage accounts. Most crypto and some personal investing platforms are not supported.

Why does my profile show as “Incomplete”?

If your profile is incomplete, select the profile progress bar to view the remaining account types. Add any applicable accounts or select "I don't have one" for those that don't apply to complete your profile.

Can I track alternatives, insurance, etc. in My Finances?

If the Financial Institution has online client access and we support the data source, the accounts can be tracked by My Finances. Please note: very few (if any) alternative assets, such as Private Equity/Hedge Funds, have online access portals and cannot be included.

Can I reclassify my accounts tracked in My Finances?

You can reclassify your external accounts, however, internal account classifications come directly from the Bank and are unable to be modified in My Finances. You still have the option, however, to nickname the accounts online. These nicknames will feed into My Finances.

Why are my Bank assets not immediately showing?

Internal Bank accounts may take up to two business days to populate and appear in My Finances.

How do I add internal bank accounts?

After accepting the My Finances Terms & Conditions, your bank accounts are automatically populated. Accounts to which your Online Banking User ID has access will be displayed in My Finances. Bank accounts may take up to two business days to populate and appear in My Finances.

What type of accounts can I add to My Finances?

My Finances lets you securely add and manage accounts from over 18,000 financial institutions, along with eligible offline assets.

Is My Finances secure?

Yes, My Finances uses industry standard security measures and encryption to help protect your personal information from unauthorized access and disclosures.

How do I enroll in My Finances?

If you have a registered Online Banking User ID, select the My Finances link and accept the Terms and conditions to enroll. Enrollment is completed automatically once the terms are accepted.

FAQs | First National Bank Alaska

Is My Finances a new feature?

Yes. My Finances is a new feature being introduced as part of the Digital Banking Upgrade.
What is My Finances?

My Finances is a new personal financial management feature powered by AllData PFM that allows customers to view and manage financial information within digital banking.
Regarding adding external accounts to the budget in My Finances. Would there be an approval request from the external bank to the customer asking them if it is ok to give access/information to First National?

When using the My PFM tool the user is asked to enter credentials for the other institution. This action is the authority to add the account and verify the user. There is no additional approval that occurs at the time of adding an external account to the program.
Regarding the personal financial management feature, do we know yet what external accounts are eligible to connect?

You can connect accounts from thousands of participating financial institutions, including checking, savings, credit cards, mortgages, auto loans, investment accounts and many brokerage accounts. Most crypto and some personal investing platforms are not supported.
Why does my profile show as “Incomplete”?

If your profile is incomplete, select the profile progress bar to view the remaining account types. Add any applicable accounts or select “I don’t have one” for those that don’t apply to complete your profile.
Can I track alternatives, insurance, etc. in My Finances?

If the Financial Institution has online client access and we support the data source, the accounts can be tracked by My Finances. Please note: very few (if any) alternative assets, such as Private Equity/Hedge Funds, have online access portals and cannot be included.
Can I reclassify my accounts tracked in My Finances?

You can reclassify your external accounts, however, internal account classifications come directly from the Bank and are unable to be modified in My Finances. You still have the option, however, to nickname the accounts online. These nicknames will feed into My Finances.
Why are my Bank assets not immediately showing?

Internal Bank accounts may take up to two business days to populate and appear in My Finances.
How do I add internal bank accounts?

After accepting the My Finances Terms & Conditions, your bank accounts are automatically populated. Accounts to which your Online Banking User ID has access will be displayed in My Finances. Bank accounts may take up to two business days to populate and appear in My Finances.
What type of accounts can I add to My Finances?

My Finances lets you securely add and manage accounts from over 18,000 financial institutions, along with eligible offline assets.
Is My Finances secure?

Yes, My Finances uses industry standard security measures and encryption to help protect your personal information from unauthorized access and disclosures.
How do I enroll in My Finances?

If you have a registered Online Banking User ID, select the My Finances link and accept the Terms and conditions to enroll. Enrollment is completed automatically once the terms are accepted.

Found 407 Results
Page 15 of 34