TO GET FINANCIALLY FIT.
We know all the excuses. Heck, we’ve used them.
Plain and simple, getting financially fit can be hard. Sometimes, the hardest part, is just getting started.
So here’s a few simple steps to help get you going.
You can do this.
SET UP YOUR ACCOUNTS
Start the process by opening a checking AND a savings account. This is a major part of the plan. Having both accounts at the same bank is the most convenient way to manage your spending and saving.
After you get your accounts set up, be sure to take advantage of convenient tools and solutions like online/mobile banking and Card Valet.
SET UP ONLINE BANKING
Free, convenient, and secure 24/7 online access to nearly every aspect of your accounts including:
- Real-time account balances
- Transaction and account history
- View check images
- Stop payment on a check
- View all of your Southern Bank accounts
- Send us secure electronic messages
Ask us about connecting secondary accounts – such as HSA’s, IRA’s and more – to your online banking account.
- Transfer funds between Southern Bank accounts and external accounts
- View most outside account balances, such as 401k, major credit cards, and other financial institutions
- Download account information to QuickBooks, Quicken, or Microsoft Money
GET OUR APP
Download the Southern Bank Mobile Banking app for secure, convenient access to your accounts, anywhere you go. Check available balances, view transaction history, and more! Nothing is more convenient than a dedicated banking app, allowing you to securely log in to your accounts and bank on the go.
By downloading the Card Valet app, you’re always in control of your debit card activity. Turn cards off and on, set thresholds, monitor transactions, and more! Plus, it’s customizable to your preferences! Send alerts directly to your phone each time a purchase is made from your card, so you don’t have to worry about card fraud anymore!
FIND A LOAN OFFICER
CHECK OUR RATES
MORE ABOUT MORTGAGES
USE MY SPENDING BUDGET TOOL
Monitor your spending to better manage your money. From your online banking dashboard, you can easily see how you’ve spent over time and where your money is going. Set up custom alerts to notify you when your spending begins to exceed your budget.
UTILIZE ONLINE BILL PAY
Make unlimited one-time or recurring payments easily, schedule payments in advance, and set up reminders and notifications. No more mailing a payment and hoping it gets there on time, plus save money on postage and checks. Free with Kasasa accounts.
Tip: Making loan payments is as simple as transferring money from your checking account. You can easily schedule your regular payments or make extra principal payments.
EXPLORE YOUR IRA OPTIONS
GET A MONEY MARKET ACCOUNT
CHECK OUR COMPETITIVE CDS
Find out how Southern Bank can help you meet your financial goals
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