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
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
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
Please contact the bank for assistance.
Wed, May 8, 2024 at 4:29 PM
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
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
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
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
Yes, you can transfer from multiple VeraBank accounts via one-time or recurring transfer.
Wed, May 8, 2024 at 4:32 PM
No, at this time Goals can only be funded from a VeraBank account.
Wed, May 8, 2024 at 4:32 PM