The Best Financial Services Gift to Americans. Ever

June 26, 2014

It was 80 years ago today that President Franklin Roosevelt signed the Federal Credit Union Act. The birth of credit unions in our nation was intended to balance the credit structure in our nation’s economy. Today, credit unions are an increasingly important segment of our nation’s financial services industry.  We often wonder if President Roosevelt realized then what a gift he was giving to Americans and what a legacy he was leaving.

This anniversary is important, but it’s not the only milestone we will achieve this summer. At some point in the next few months, the credit union movement will be 100 million members strong.  Thank you for your membership! 

Summer Food Drive

June 20, 2014

Connection Credit Union has a Summer Food Drive from now until mid-July.  We have collection bins for non-perishable food items in all branches benefiting 3 of our local food banks.  Thank you for helping our local neighbors in need.

FutureAdvisor for Connection CU Members!

January 9, 2014

FutureAdvisor Now Available to Connection Credit Union Members

As a Connection Credit Union member, you now have access to first-class advice and management for your retirement investment accounts through FutureAdvisor’s online-based investment advisory solution.  In just a few minutes, FutureAdvisor can help you to enhance your portfolio’s diversification and increase your savings on investment fees and taxes across all of your accounts – in one clear dashboard.

Get the most out of your investments – visit FutureAdvisor now for your free analysis to see how you can improve your portfolio and save on investment fees and taxes.

Free Target Investment Portfolio

Find out what your ideal portfolio would be, including a personalized asset allocation.

Free Account Analysis

Easily and securely have your investment accounts analyzed by our sophisticated algorithm, including your 401k, IRA, and brokerage accounts.

Free Recommendations

See the exact trades our Premium Management service would make first, and how they’ll enhance your investment portfolio, including:

  • Improved asset diversification
  • Increased fee savings
  • Added tax efficiency

Direct Management for a Low Flat-Fee

Premium Investment Management means your existing portfolio becomes your ideal recommended investment portfolio without you having to lift a finger.  FutureAdvisor notifies you of the trades to be made, and then makes them on your behalf.  Then, 24/7 monitoring and rebalancing keeps your portfolio optimized.  All of this for as little at $9 per month.

 Click here or visit ConnectionCU.FutureAdvisor.com to check out FutureAdvisor now and begin maximizing your investment portfolio!

Target Data Breach Information

December 23, 2013

Connection Credit Union is aware of the data breach at Target and we are doing everything we can to safeguard our member’s accounts.  We will be in contact with our members that have been affected once we recieve the information.  With our data processing conversion in 2013, we added more robust fraud monitoring tools to our member accounts.   It is also prudent to closely monitor the transactions on your account and if you have concerns with your CCU card, please contact us at 360-307-6400 and we would be happy to help you in any way. 

Please use the link to review the statement posted on the Target website.

Target Breach website information

MoneyDesktop is here!

September 18, 2013

MoneyDesktop Now Available

MoneyDesktop is seamlessly integrated into online banking with a “widget” like implementation and functionality. Now you can have an engaging money management experience securely within online banking.

MoneyDesktop includes features like Bubble Budgets, Expense Tracking, Debt Management, and more. Not only will you be able to see all your financial accounts, balances, and transactions in one place – you will be able to visualize and interact with that data in new and meaningful ways – all conveniently and securely within online banking.

 Login to Online Banking to start using MoneyDesktop today!

Bubble budgets

Visualize and interact with your budgets in a more meaningful way – using bubbles!

Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

At a glance, you will be able to determine a budget’s:

  • State/Status (color)                      

        - over, under, or near budget

  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets

 

Expense Tracking

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.

MoneyDesktop automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Unlike other spending pies, MoneyDesktop reinforces the parent – child relationship of categories, giving you in-depth insights into your spending habits.

Debt Management

MoneyDesktop allows you to create a customized financial plan that fits your lifestyle. It also helps you stay on track with a financial GPS that keeps you on the path to financial freedom and well-being.

The new version includes an updated data visualization that reflects debt details more accurately – allowing a user to quickly see which debts are being paid down and for how long.

At some point in our lives, most of us have borrowed beyond our means. If you’re in over your head, MoneyDesktop is designed to give you step-by-step instructions on how to get out of debt, and stay out for good.

Net Worth 

The updated Net Worth app displays data that can be immediately actionable and motivating. 

 For those users that have a lot of debt and slow changes each month, net worth can be a daunting report. The new Net Worth app shows you a contextually accurate data visualization of your assets vs. liabilities.

Quickly determine if you are moving in the right direction – and to what degree. Even the smallest changes are easy to see and place in context.

 Login to Online Banking to start using MoneyDesktop today!

 

Surcharge Free ATM Locator

May 7, 2013

We don’t charge an out of network ATM fee and many are surcharge free to you as well.  Through a local co-operative agreement we have over 50 local credit union ATMs that are free for our members.   Click here to find one.

Financial Resources Available

April 12, 2013

Connection Credit Union is committed to helping you achieve your financial goals.  That is why we are pleased to offer free financial counseling and financial education services through American Financial Solutions.  American Financial Services is a local non-profit based in Bremerton.  You now have access to professional certified credit counselors, online financial education, tools and other resources to help you reach your goals. 

To use the service simply call 1-888-864-8706 or visit www.myfinancialgoals.org/connectioncu for more information.  This is a free service for our members.

Security Education Videos

January 28, 2013

Rates

Tools and Links

The Link Newsletter

Subscribe for monthly updates!