Amerant Personal Finance Tool

A Personal Finance Tool is a secure application integrated into our online banking that helps you manage your money. It offers features like tracking income and expenses, budgeting, setting financial goals, and analyzing spending habits.

Yes, the tool uses industry-standard security measures to protect your financial information.

Yes, linking external accounts is simple. Click on “Add Account” in the upper right corner of the Accounts tab. Select your financial institution from the list or search for it by name. Enter your login credentials to securely connect your accounts.

You can set three main types of goals: Savings goals (e.g., emergency fund, vacation), Debt Payoff goals (e.g., eliminating credit card debt), and Retirement goals.

This tool is already included in your account but you must agree to the “Terms & Conditions.” If you are not a customer with Amerant Bank, you can gain access by opening one of our checking accounts.