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Electronic Services

Stay Focused. Save Smarter.

Goal Builder helps you organize and track your savings goals—all in one account, right inside online and mobile banking.

What is Goal Builder?

Managing your money is easier when you have a clear path forward. Goal Builder is a digital savings tool built into your Connex online and mobile banking experience. Whether you’re planning for a big purchase or building an emergency fund, Goal Builder keeps your goals visible and your progress within reach.

Built into Online & Mobile Banking
Track Multiple Goals in One Account
Automate Virtual Contributions
Visual Progress Dashboard

How It Works

With Goal Builder, you don’t need to open multiple savings accounts. Each goal is like a virtual bucket within your savings account. Set priorities, allocate funds, and automate your savings with rules that work for you.

Simple Steps to Smarter Saving

1. Set Your Goals

Choose from 10 preset categories—or create your own.

2. Create Your Plan

Set a target amount, deadline, and funding method.

3. Confirm & Track

See all your goals in one place and make updates anytime.

Preset Goal Categories

  • Rainy Day
  • Charity
  • Education
  • Engagement Ring
  • Gifts
  • Homeownership
  • Investments
  • Retirement
  • Travel & Vacation
  • Vehicle
  • Custom Goal

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Routing Number: 211178200

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Your savings federally insured to at least $250,000 and backed in full faith and credit of the United States Government, National Credit Union Administration, a U.S. Government Agency.