Open Banking
Discover how Open Banking can simplify your finances.
What is Open Banking?
Open Banking allows you to securely connect your financial accounts to third-party apps of your choice. By sharing your data with these apps, you can access tools that help you budget, save, and invest—all while maintaining full control over your information.
Benefits of Open Banking with Cal Coast
- Stay in Control: You decide which apps have access to your account information and can stop sharing at any time.
- Manage Your Money Smarter: Use trusted apps to create budgets, track spending, and set financial goals.
- Secure Data Sharing: Your information is shared securely through encrypted connections, never compromising your privacy.
- Real-Time Insights: Enjoy features like real-time transaction updates and personalized recommendations to keep your finances on track.
Popular App Integrations
Cal Coast members can connect their accounts to a variety of apps, including:
- Plaid: Seamlessly connect your Cal Coast account to thousands of apps for budgeting, payments, and investments.
- Mint: Budget smarter and track your spending across accounts.
- Acorns: Invest spare change automatically and grow your savings.
- Venmo: Send and receive payments securely with friends and family.
*Note: Cal Coast does not endorse or provide customer support for third-party apps. Please contact app providers for assistance.*
How to Get Started
- Log in to the app or service you want to connect to (e.g., Mint, Acorns).
- Choose Cal Coast Credit Union from the list of supported banks.
- Enter your digital banking credentials securely when prompted.
- Authorize the connection, and you’re all set!
Your Data, Your Choice
At Cal Coast, your security is our top priority. Open Banking integrations are always under your control. You decide:
- What information to share.
- Which apps to connect to.
- When to stop sharing your data.
You can manage connected apps directly from your Cal Coast digital banking profile under Settings > Linked Accounts.
Open Banking FAQs
Yes. Open Banking connections use encrypted channels to securely share your data with authorized apps. Your account credentials are never shared with third parties.
To disconnect your Cal Coast account from third-party apps, you need to log in to the respective third-party application and remove your Cal Coast account. The process may vary depending on the app, so please refer to the specific application's Help or Support section for details.
To disconnect external accounts from Cal Coast, log in to Cal Coast digital banking and navigate to ‘External Accounts’ or Coast Money Manager.
No, there are no fees for connecting your Cal Coast accounts to third-party apps.
