Say hello to an easier way to manage your money – and reach your goals.
Financial Wellness at Your Fingertips
HelloWallet guides you through building a solid financial foundation and helps you to take small steps on your financial wellness journey. Here’s how it works.
- Sign On to See Your Score
When you sign on to KeyBank online and mobile banking, you’ll see your Financial Wellness Score. This score is calculated using your current financial situation, including your account balances, spending, income and age group.
- Watch Your Progress – in Real Time
As you make changes in your money habits, such as saving more or spending less, you’ll be able to see how your score changes.
- See Where You’re Spending
HelloWallet gives you snapshots of your spending, including where you spend the most and on what. Plus, if you’re paying fees, it’ll tell you how much and other details that figure into your Financial Wellness Score.
- See All Your Accounts in One Place
Through the Accounts page, you can see how your accounts grow and change over time, including non-KeyBank accounts. This dashboard will help you quickly see where you stand with your finances.
- Get More Out of HelloWallet
Think of your Financial Wellness Score as a gauge for your current financial situation. Too low, and it’s time to make some changes to boost your score. A high score means you’ve got your money under control, and you can feel confident about your finances. Click on “Your Score” to find out what’s affecting your score, along with suggestions on how to improve. It’s all in there in an easy-to-follow format. If you’ve got questions, check out our Q&A.