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Personal Financial Manager

When it comes to achieving your goals-whether you're hoping to buy a home, start a family, or plan for retirement - the sky is the limit...as long as you know your limits.

Realizing your dreams isn't always easy. Itasca Bank knows this and is here to help.

That’s why we’ve put comprehensive views of your financial information right within your online banking session. You’ll have effortless access to information like spending habits, debt, and trends, revealed within your Itasca Bank accounts—and you’ll also be able to import other financial data, such as non-Itasca Bank account balances, account activity, 401K, credit and debit cards. You’ll have everything you need within one simple dashboard, so that you can see the complete picture of where your finances stand. 

You’ll get quick, easy-to-understand views of:

  • Budgets
  • Spending
  • Net worth
  • Debts
  • Trends
  • Balances/activity

There are no extra apps to install or additional tools to learn, or additional charges—it’s all presented simply within your online banking session, making financial planning an effortless part of your daily experience, so that it’s simple to budget better for the things in life that matter most.

Ready to start effortlessly managing your finances? Log into your Itasca Bank online banking account. On your dashboard, click on Link Account under Financial Tools to get started.

Please contact one of our Relationship Bankers at 630-773-0350, if you have questions or need additional help with our personal financial management tools.

When sending an email to anyone at Itasca Bank & Trust Co. with account numbers or any other confidential financial or personal information, please be sure to use our Secure Email system.  

You can also send a secure message right from your online banking account, by clicking on 'Menu' and then 'Messages'.

For Online Banking questions Email us.

ASK US A QUESTION

Have a question about ? Send us a quick message and we can get back to you.

Please note that we will answer your message as soon as possible between 8am-4pm, Monday through Friday. If the matter is urgent, please call the Bank during our regular business hours.

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