Goal Builder

Achieving your goals starts with a solid plan. Enroll in Goal Builder in digital banking!
New member? Apply here

Turn your savings goals into achievements

Behind every major money milestone is a series of small, intentional steps. We understand that starting to save is sometimes the hardest part, so we launched a digital banking tool that’ll help you get there with confidence. Goal Builder lets you designate categorized savings goals in one of your savings, checking, or money market accounts. 

Enroll in Goal Builder

Choose or select Get Started in the widget and follow the prompts to link your preferred checking, savings, or money market account.

Goal Builder

Set your goals

Choose between any of the pre-set categories or create your own! Options include:

  • Education
  • Engagement ring
  • Gifts
  • Homeownership
  • Investments
  • Rainy day
  • Retirement
  • Travel & vacation
  • Vehicle
goal builder goals

Customize your savings strategy

Choose when to start and when you'd like to reach your goal. You can pick a saving schedule that works for you: daily, weekly, every two weeks, twice a month, monthly, every six months, or yearly.

goal builder rules
You can access Goal Builder for free in digital banking. It's available in online banking in the Manage my account menu as well as in a widget on the account summary home page. In the mobile app, you can find it in the More menu. Want to learn more? Check out our digital academy course on Goal Builder for help getting started.

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Set, track, and achieve your savings goals with the ultimate savings tool.

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"I seriously love Clearview; their customer service is unmatched. I live in Texas now and still wouldn't even think about changing to another bank."

Bailey, Member since 2017