Trail Vaults iPlan®

Your financial goals are unique. That's why you need a Trail Vaults iPlan® designed specifically for you. Working with a banker, you will build a plan — and the financial confidence — to reach the milestones that matter to you.

Make your financial life better — in 3 steps

1. Start with a conversation

You and your banker will meet to discuss short-term and long-term financial goals as well as your current financial picture.

2. Build your plan

We will work with you to create a plan based on your goals and financial situation.

3. Put your plan into action

Use the tools and solutions to move toward achieving your goals. We will be by your side, providing support as your goals change to help you feel confident every step of the way.

Smart solutions to help you succeed

Manage money
Open a checking account

Find the right checking account to make your everyday life easier. You can open an account in as little as 5 minutes.

Grow savings
Earn a savings bonus

Set up monthly automated savings transfers from a Trail Vaults' checking account to a LifeGreen® Savings account for an opportunity to earn an annual savings bonus of up to $100.

Access funds
Build credit for the future

Subscribe to Self, a service that could help build your credit history by reporting payments you already make. Sign up for Rent Reporting at no cost to improve your access to financial opportunities in the future.

Protect assets
Control your cards

Set up LockIt® card controls to customize how your debit card, credit card and prepaid Now Card® can be used.

Get a Trail Vaults iPlan® plan for your small business

Work with a banker to build a customized, no-cost Greenprint plan to help your small business grow stronger and achieve its financial goals.

Learn how to be better with money using Trail Vaults' Next Step® resources

Build your financial confidence with our Next Step collection of financial education resources and tools, including articles, podcasts and webinars designed to help you learn more about how to be better with money.