financial management tools

Plan and manage your finances

It’s easy to stay in control of your money with United’s financial management tools. You’ll get a total financial picture when you add your accounts from other banks and credit unions.

Connect an account

Connecting accounts from other banks and credit unions lets you see your total financial picture. Once they’re added, you can view and organize transactions from all your accounts.

How to Connect an Account

To connect an account from another financial institution, log into Online Banking and click the yellow Connect Account button in the upper right of your Home screen.

From the Mobile App, click the blue Financial Tools banner at the bottom of the Home screen and click Connect Account.

Follow the on-screen instructions and you’re ready to go.

If you’re looking for a way to transfer money to and from external accounts, you’ll need to add the account through our Add External Account service, which is separate from the Financial Management Tools.

Frequently Asked Questions