Nine Tips to Simplify Your Finances

Enroll in direct deposit.
This can help reduce your trips to the bank, and if your direct deposit goes into a Woodforest account, you could even receive your paycheck one day earlier!

Sign up for Low Balance Alerts.
These helpful notifications alert you when your account balance drops below a threshold you set. By paying attention to these alerts and being proactive, you can avoid overdraft fees and stay on top of your finances.

Sign up for overdraft protection.
Linking your checking account to a line of credit or savings account could help you avoid the inconvenience of a bounced check or unexpected low funds. Learn more about our Overdraft Services.

Setup automatic transfers.
Regular, automatic transfers to a savings account can add up and help you keep your finances in order. Visit our Start Saving page to learn more about ways to save!

Use online bill pay.
Pay your bills online from one convenient location - set up payees, schedule payments, and more through Woodforest Online Services.

Consolidate your banking relationships.
Maintaining your accounts through a single bank can help make managing your finances easier. We’ve created a Switch Kit to help you move your accounts from other financial institutions to Woodforest National Bank.

Download Switch Kit

Try third-party financial software.
With Woodforest Online Services you can download your account transactions directly into Quicken^® and Quickbooks^® with a few easy clicks.

Put your extra cash to use.
If you have some money left over after paying bills, consider investing it in a Certificate of Deposit (CD). When the CD's term ends, you'll likely have earned more interest than you would have earned from just a savings account alone!

Partner with Wealth Strategies.
Whether you have a diversified investment portfolio or don't even know where to start, Woodforest Wealth is here to help you manage your money. Reach out to us and collaborate with our wealth specialists today!