Welcome to Wellness+: Your Path to Financial Confidence
At Ellafi, we believe that financial empowerment is the foundation for achieving your dreams. That’s why we’re excited to introduce Wellness+, our new financial wellness tool built directly into your Ellafi Online and Mobile Banking experience.
Wellness+ is designed to help you take control of your money, build confidence, and achieve the goals that matter most to you. Whether you’re managing day-to-day spending, saving for the future, or simply wanting more clarity around your finances, Wellness+ puts the tools you need right at your fingertips.
Why Wellness+ Matters
At Ellafi, we know that financial well-being is about more than just numbers — it’s about freedom, resilience, and peace of mind. Wellness+ helps you:
- Take control of your financial journey
With easy-to-use tools and clear insights, you can confidently navigate your finances and make informed decisions. - Stay motivated and empowered
Set meaningful goals, track your progress, and celebrate milestones along the way. - Build habits that last
Wellness+ encourages thoughtful spending, smart saving, and intentional planning to help you create long-term financial stability.
What You Can Do With Wellness+
- Track Your Spending with Confidence
Wellness+ automatically categorizes your transactions, giving you a clear picture of where your money goes each month. Easily view spending by category, merchant, or time period, and identify areas where you can adjust or improve. - Create Budgets That Work for You
Set customized monthly budgets that align with your lifestyle and goals. Monitor your progress throughout the month and make adjustments as needed to stay on track. - Set and Achieve Your Savings Goals
Dreaming of a vacation, a new car, or an emergency fund? Wellness+ helps you set savings goals, automate contributions, and track your progress—making your goals feel within reach. - Gain Meaningful Insights
Understand your income and spending trends over time with simple, visual analysis. Discover patterns, uncover opportunities, and make smarter financial decisions. - See Your Full Financial Picture
Link your Ellafi accounts and external accounts in one secure place, giving you a complete, up-to-date view of your finances anytime, anywhere. - Stay in Control
Wellness+ puts you in the driver’s seat. You can adjust settings, opt out, or reactivate the feature whenever you like—no pressure, just support.
How to Get Started
- Log in to Ellafi Online Banking or the Ellafi Mobile App.
- Accept the Terms and Conditions when prompted.
- Follow the guided walkthrough or dive right in and start exploring.
- Link your Ellafi and external accounts for the most complete experience.
It’s simple, secure, and built to help you thrive.
Ellafi: Empowering You Every Step of the Way
Wellness+ is more than just a set of tools—it’s part of Ellafi’s commitment to helping you achieve real progress. As a credit union focused on empowering women and those who support them, we understand the importance of providing meaningful resources that help you build resilience, pursue your dreams, and take control of your financial future.
With Wellness+, you don’t just bank—you grow, plan, and succeed.
Ready to Take Charge?
Log in now to activate Wellness+ and start your journey toward greater confidence, clarity, and control.
Frequently Asked Questions
How do I start using Wellness+?
Getting started is easy! Log into Online Banking or through your Mobile Banking App, agree to the Terms & Conditions, then choose which internal accounts you want to include for tracking.
Can I add accounts from other financial institutions?
Yes! You can securely link accounts from other banks or credit unions by clicking “Add external account” and following the prompts.
How does Wellness+ categorize my transactions?
Wellness+ uses smart algorithms to automatically categorize your spending into groups like groceries, bills, and entertainment. You can also adjust categories yourself for even more accuracy.
How do I create a budget?
Go to the “Budget & Spending” page, click “Create Budget,” and set spending limits by category. Wellness+ helps you monitor your spending and stay on track.
How can I disable or re-enable Wellness+?
If you want to disable Wellness+, go to Profile Settings → Wellness+ → Manage Your Wellness+ Settings → Disable. You can turn it back on anytime in the same menu.