Take control of your finances

You can truly get a holistic view of all your finances within the tool. From credit cards and mortgages, to investment accounts or your daily checking, you can add almost any account type across hundreds of banks.

Once you’re logged into My Money Manager, click on the bank icon next to notifications on the right of your screen. 

After you’re there, select the financial institution you are receiving texts from and click “Disconnect this Institution.” Once your account has been disconnected, you can re-connect by selecting “Add an account” and entering your credentials. 

If the problem persists, please select the question icon and request support. A My Money Manager representative will reach out to you within 24 hours. 

My Money Manager allows you to connect to hundreds of institutions. If you’re unable to find a specific bank, click the Add an Account button and at the bottom of the page you’ll be able to manually add the account.

There’s a lot that our new tool has to offer!

Below are just some of the ways you can stay on top of your finances:

• Automatically track your spending across major categories.

• Generate budgets based on your spending and saving habits.

• Monitor trends and your net worth over time.

• Set goals and more.

After clicking Add an Account, you will enter in your username and password for each financial institution you’d like to connect. Accounts may take a few minutes to successfully appear. Valley will not ask you for your account number or routing number to connect to accounts.

You can easily access a wide variety of FAQs by navigating to the question mark (?) icon in the upper right corner of your dashboard. If you can’t find what you’re looking for in the information available, we recommend sending a support request via the “Request Support” button, and someone will get back to you, generally within 24 hours.

In My Money Manager, hiding an account will hide that account from your dashboard view and totals. You can unhide the account when you wish.

Marking an account as closed will update the account to reflect a $0.00 balance in your Money Manager dashboard. Be aware that this action can’t be undone, but you will still have access to viewing that account’s transaction history.

If you’d like to delete an account from your dashboard, you will need to request support via the “Request Support” button. A My Money Manager support agent will delete the account from your dashboard view. You can always re-add the account by connecting that account via your login credentials once again. 

Should you decide to mark an account as hidden, closed, or request deletion, you will only be updating what’s visible in your personal dashboard. These updates will not impact your actual accounts across various banks.

My Money Manager creates a single view of your accounts across various banks to help you manage your money more easily.

Yes, your data is secure with us. We do not sell customer data nor do we share it with external parties. Have peace of mind knowing that your connected accounts sit behind Valley’s security and privacy measures.