360View

Easily view all your accounts in one place.

360View

Take Control of Your Finances

We’ve added the industry’s leading account aggregation service to our digital banking platform. 360View, powered by AllData PFM, delivers data from more than 18,000 sources and creates a consolidated view of your assets and liabilities giving you deep insight into your overall financial wellness.

Digital banking now provides a consolidated view of all your finances:

External Accounts

Cash Flow

Budgets

Investments

Goals

     

Securely connect all your accounts with the bank you trust.

360View allows you to get ALL your finances in one place. It’s easy as pie! Now you can securely connect all your accounts with Insight. No outside app needed. One secure dashboard allows you to see every slice of your financial life, every time you log into digital banking.

Easily view everything from digital banking, including accounts from other institutions. Now you can:

  • Monitory monthly cash flow
  • Create personalized budgets
  • Establish tangible financial goals
  • Track investments

Use 360View tools to gain greater insight into your day-to-day expenses as well as manage your savings and investments.

     

360View Features

Financial Dashboard

Provides a consolidated view of online account balances across financial institutions and snapshots of the current month’s cash flow, top expenses, budgets and goal status.

Customized Alerts

System alerts proactively notify you of unusual activity or changed status based on thresholds and preferences you define keeping you aware of factors impacting your financial life.

Reporting and Analytics

Charts, graphs and advanced search capabilities are available to create filtered reports for simplified and targeted transaction monitoring or analyze spending habits to set better budgets and goals.

          

Ready to get started? Log into Digital Banking today!

Register Now

     

Access to, and use of, digital banking is free. There may, however, be a charge for specific services ordered such as stop-payments, etc. Please refer to the usage agreement or list of standard Insight Credit Union service charges for details.