Get Started with Money Management
Take control of your finances
We’re making it easier than ever to visualize and interact with your money. With Money Management, you’ll gain powerful insights on when, where and how you spend. Money Management gives you the tools to start simplifying your finances—and so much more!
- See all your external accounts in one place
- View your spending trends and categorize your transactions.
- Set and manage budgets.
- Visualize your financial goals and much more.
- Not A Member Yet? Join Our Family!
The tools to help you reach your financial goals are right at your fingertips. Start building a brighter financial future today!
See all your accounts in one place:
View your spending trends and categorize your transactions:
Set and manage budgets:
Visualize your financial goals and much more:
Get started with these simple steps:
You can access the Money Management tools from the accounts summary page in Online Banking, or by selecting the "More" option on the Mobile App.
Join Our Family!
Membership is required for Meriwest products and services. You are eligible to join Meriwest Credit Union if any of the following applies:
- You live, work, worship, or attend school in Alameda, Contra Costa, San Francisco, San Mateo and Santa Clara counties of Northern California, and Pima county of Arizona.
- You are an employee of a participating Meriwest Credit Union member company.
- You are a relative of or reside with a current member of Meriwest Credit Union.
- If you don’t meet any of the requirements above but live in California or Arizona, you can still join Meriwest with a complimentary membership in the Financial Fitness Association. Call 1-877-637-4937 to learn more.
