Automated Phone Banking allows you to safely and securely manage your finances 24/7 by calling the Automated Phone Banking line, and following the prompts within the menu. Enrolling is easy, simply sign an E-Services application available here. or at any Financial Plus location. Once we have the completed and signed form, Automated Phone Banking is enabled on your account.

Upon enrollment, call the Automated Phone Banking line at (800) 234-5884, and follow the prompts to create your Personal Access Code. Creating your Personal Access Code will also allow you to identify yourself as our member when calling our Contact Center, making your call faster.

Automated Phone Banking Fast Lane is an enhanced feature, giving you the ability to skip the full-menu prompts, and go straight to the options members use most frequently, including:

  • Balance Inquiries
  • Transfers
  • Payments
  • Account history

To enroll in Fast Lane, please call our Contact Center at (800) 748-0451 or visit any of our branches today!

With Automated Phone Banking you can:

  • Obtain account balances, recent transactions and loan balances.
  • Transfer funds between your accounts.*
  • Make a loan payment or get a loan advance.
  • Change your Automated Phone Banking Personal Access Code.

Combined Transaction Limits for Online Banking and Automated Phone Banking

  • $10,000 limit per transaction
  • Combined Online Banking and Phone Banking transactions cannot exceed $25,000 per day
  • Maximum of six (6) transfers per day*

If you already are enrolled in Phone Banking, simply call (800) 234-5884 anytime, 24/7. Don’t have Phone Banking? You can enroll by calling (800) 748-0451 during normal business hours or on your next branch visit. 

(menu options and frequent transaction requests)

*Regulations require phone transfers (and certain other non-personal methods) from all share account types, except your share draft checking account, be limited to six (6) per month for each share account type.