Goals

What is Goals?
Goals is a platform that allows you to create and work toward financial objectives - all from the convenience of Digital Banking. This powerful guide ca...
Wed, May 8, 2024 at 4:27 PM
What kind of Goals can I setup?
You can setup a Goal to set aside funds for anything you’d like. Maybe you want to create emergency savings, or save for a down payment on a new home, or sa...
Wed, May 8, 2024 at 4:28 PM
I have a joint owner on my account. Will they be able to see my Goals Accounts?
No, these accounts are visible only to your specific digital banking login. However, transfers from your VeraBank account to your Goals Accounts will be vis...
Wed, May 8, 2024 at 4:29 PM
A joint owner on my account passed away and had Goals Accounts set up. How do I transfer those funds?
Please contact the bank for assistance.
Wed, May 8, 2024 at 4:29 PM
I have a recurring transfer set up to fund my Goals Account. How can I edit or stop the transfer from happening?
In the menu go to Online Activity, then Recurring Transactions. Locate the recurring transfer, click the 3 dots, then choose ‘Edit Series’ to edit the trans...
Wed, May 8, 2024 at 4:29 PM
How do I close my Goals Account?
Simply click on the Goal account, then choose the “Details & Settings” and choose “Transfer and Close a Goal.”
Wed, May 8, 2024 at 4:30 PM
I have reached my Q2 Goal! How will the funds be placed into my account?
The funds will remain in your Goal account until you move the funds out. When you have reached your goal, then choose the “Details & Settings” and choos...
Wed, May 8, 2024 at 4:31 PM
Will funds continue to transfer after I reached my goal?
When a goal is closed, recurring transfers associated with your goal account will continue until you cancel. To cancel, in the menu go to Online Activity,...
Wed, May 8, 2024 at 4:31 PM
Can I fund a Goals Account with more than one VeraBank account?
Yes, you can transfer from multiple VeraBank accounts via one-time or recurring transfer.
Wed, May 8, 2024 at 4:32 PM
Can I fund a Goals Account from an external account?
No, at this time Goals can only be funded from a VeraBank account.
Wed, May 8, 2024 at 4:32 PM