Aggregating Your Accounts

Learn more about our new Online and Mobile Banking platform!

View Digital Banking Page

[Narrator] With the account aggregation feature, you can link all your other financial accounts into your CU SoCal digital banking account for streamlined financial management. To get started, tap the link external accounts banner on your view accounts widget. Search for your financial institution from the list. Enter your online login credentials for your other account and tap the submit button. It may take a couple minutes to complete the linking. Tap the go to accounts button to see your linked accounts in your dash. You can also see transaction history for those accounts. And you can include them in your spending history in the financial wellness widget.

Building Better Lives

Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. CU SoCal provides access to convenient money management services and offers competitive rates and flexible terms on auto loans, mortgages, and VISA credit cards—turning wishing and waiting into achieving and doing.

 

562.698.8326 | 866 CU SoCal Se Habla Español

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