UFB Direct is proud to bring you FinanceWorks

It’s a new, free service that simplifies the way you manage your finances from within your account.
FinanceWorks™ provides you with the tools to see all of your accounts in one place, see where you are spending your money, and identify ways to save.

Take a tour - See what FinanceWorks can do for you.

Simplified Money Management. More Financial Control.

To get started, just sign in with your Username and Password and click "FinanceWorks". It's that easy!

Easy Setup

The Getting Started bar has simple instructions to guide you through the setup process. In only about 10 minutes, you can start seeing powerful results.

Save Time Tracking Your Accounts

No more multiple URLs or passwords to remember. You can easily track all your accounts—checking, savings, credit cards, loans and investments—from within your UFB Direct account.

Identify Ways to Save Money

Now you can easily see how much you’re spending in specific categories such as travel, utilities, shopping, dining out, rent, and mortgage. You can even set specific spending goals and alerts by category to help you save.

Take Control of Your Finances in Three Easy Steps

  1. Login
  2. Use the Getting Started bar to guide you
  3. Check your account balance and add additional accounts

Concerned about security?

No worries! Your financial data is safe and private. It can only be seen by logging into your account where it’s protected by FinanceWorks 186-bit encrypted technology and our own security standards. And because only you can see the data, your privacy is protected.

Start using FinanceWorks today.

Discover how FinanceWorks makes it easier to manage your money and gain more financial control. To get started, just sign in with your Username and Password and click "FinanceWorks." It's that easy!

Not a UFB Direct Customer?

Take a look at our products to choose the best account for you and FinanceWorks is yours free.

Request More Information

Learn More About Us

Why UFB Direct?

About Us

Contact Us

Get In Touch

Disclosures

Read Them

Investor Relations

Learn More