financial management tools

Plan and manage your finances

It’s easy to stay in control of your money with United’s financial management tools. You’ll get a total financial picture when you add your accounts from other banks and credit unions.

Connect an account

Connecting accounts from other banks and credit unions lets you see your total financial picture. Once they’re added, you can view and organize transactions from all your accounts.

How to Connect an Account

To connect an account from another financial institution, log into Online Banking and click the yellow Connect Account button in the upper right of your Home screen.

From the Mobile App, click the blue Financial Tools banner at the bottom of the Home screen and click Connect Account.

Follow the on-screen instructions and you’re ready to go.

If you’re looking for a way to transfer money to and from external accounts, you’ll need to add the account through our Add External Account service, which is separate from the Financial Management Tools.

Frequently Asked Questions

United Routing Number: 272484894


facebook icon 
instragram icon 
twitter icon 
youtube icon 
linkedin icon 

Insured by NCUA. Equal Housing Lender – We do business in accordance with the Fair Housing Act and Equal Credit Opportunity Act. NMLS #471962.

If you are using a screen reader or other auxiliary aid and are having trouble using our website, call us at (888) 982-1400 for some help. All products and services available on this website are available at all United Federal Credit Union full-service locations.