Want the full story on your finances?

FinanceWorks doesn't just show your Beneficial accounts - it shows every account, from your phone bill to your IRA. It includes your history as well as every dollar you earn, spend and save, presented in a way that's easy to understand.

See where your money's been and where it's going.

Find everything you need to know about your finances without signing into multiple accounts at once.

Track your money

See everything you earn,
spend and save.

Stay on target

Get reminded when bills are due.

Learn about finances

Plan ahead

We'll help you budget and
set new goals.

Compare past to present

Discover habits you never knew you had.

FinanceWorks

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Take a tour

Take FinanceWorks for a spin and start seeing your
money in a whole new light.

Stick to a budget.

On the FinanceWorks homepage, you can see your top three spending
categories with a suggested spending target so you can better manage
your money. You can also set up alerts to be reminded when you’re
getting close to your budget or have gone past your spending targets.

Get help with your taxes.*

Tax Watch

During tax season, Tax Watch
automatically displays known tax-
deductible transactions, such as
charitable contributions and child
care on your homepage.

Need help with taxes

TurboTax

Get help with your refund with
TurboTax for Online Banking.
Through TurboTax, you can
prepare a return at a discount, see
data from past tax returns and more.

*Consult your tax advisor.

Questions?

How can I access FinanceWorks?

FinanceWorks is accessed through Online Banking in the spending widget of the homepage.

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How many financial institutions can be brought together through FinanceWorks?

FinanceWorks brings together accounts from more than 20,000 financial institutions throughout the United States.

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What information will I need to input to bring together accounts?

You will input your login credentials for your outside financial institution in order to successfully bring together the additional accounts. If applicable, you must pass through multifactor authentication in order to move forward in the process. All accounts associated with the login credentials supplied will appear; you can then select which ones to bring together, as well as nickname and select the account type for ease of use. Up to 90 days of transaction history will automatically be pulled forward for each account.

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All Personal FAQs

Contact us anytime for
more assistance.

888.742.5272  |  

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Beneficial Bank Footer Logo




1818 Beneficial Bank Place
1818 Market Street
Philadelphia, PA 19103

888.742.5272
info@thebeneficial.com
The use of non-secure email is intended for general questions, inquiries and comments only. Confidential Customer information cannot be accepted electronically.


Routing No: 236075689
SWIFT Code: BENFUS33

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USA PATRIOT Act

To help the government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you – When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license and other identifying documents.