NEW Online Banking Services (PFM)

Introducing the NEW Personal Financial Management (PFM) Tool

We’ve changed online banking

We have launched a new personal financial management (PFM) tool to our online banking to help you better understand your money. These features, displayed in easy to understand graphs and charts, will allow you to categorize your transactions, create budgets and see more of your financial picture. And, it all happens within the safety and security of the online banking environment you’ve come to know and trust.

With our new online banking experience, you can:

  • See your spending automatically categorized and displayed in graphs and charts that make it easy to see where your money goes each month.
  • Personalize budgets to help you manage your money better.
  • View your spending and budgets from your mobile device.
  • See all your accounts in one place by linking accounts you hold at other financial institutions
  • Add the value of your assets and liabilities to your transactions with us to see more of your financial picture.

A picture is worth a thousand words...and maybe thousands of dollars

PFM is designed to give you a BIGGER PICTURE of your finances using SMARTER FEATURES to help you achieve BETTER LIVING.

There is no cost associated with this enhancement. At Luminus, we are constantly improving our products and services tailored to your needs so we can provide you with more Clearly Better Banking!

Better service

By providing you a more complete picture of your finances, Luminus Financial can help you make more informed decisions and better support your financial needs.

Linking accounts

You will be able to display information from your accounts held at other financial institutions within your Account Summary and Account Activity pages. For each account you link, you will be asked to provide consent before the link can be established.

Demo Video


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