Trust and Financial Services - Account Login Return to Cape Ann Savings Bank Home Page

Phone: 978-283-7079
888-283-2272

Couple at the BeachFinancial Planning

The first step to creating a financial plan is a conversation. You may have specific goals that you want to reach or needs that must be addressed that require time, guidance, and a sound financial strategy. Sometimes, those goals and needs are unfocused or unclear.

How the Trust & Financial Services Department can help you with a financial plan

We can help unite your ideas and objectives and create a financial plan for your future. The Trust & Financial Services Department has access to a full-spectrum of investment vehicles and works with clients to structure a plan based on personal goals and risk tolerance.

How the financial puzzle pieces fit together

A financial plan is a diagnostic tool that helps you keep on target to reach your investment goals. It reflects your life priorities and should be reviewed regularly as your circumstances and goals shift and evolve.

 

NEW Feature - Online Banking Enhancement Pending Transactions

 
  • Customer's Account information will now include debit/credit card transactions that are pending on their account.
  • As depicted in the image below you will now see a pending transaction (see example below), the pending amount and a zero balance.
  • The zero balance to the right of the pending transaction will be updated once the transaction is posted, this does not mean that your balance is zero.
  • Customers can find their current balance and available balance under Account Information near the top of the page (see example below).
  • The Available balance reflects the Current balance minus the displayed pending transactions.
  • If you do not see a transaction pending that you expect, it most likely means that the transaction has not been initiated yet against the account.

 

 
        Pending Transactions