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Financial Resources

Financial information and the tools you need right at your fingertips.


Financial Checkup

When is the last time you examined your entire financial picture? Have you maximized the returns on your investments? Have you made sure that your accounts are designed to minimize fees? Have you thought about how you will pay for your children's college education?

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Personal Financial Statement (PDF) 

Sometimes it’s hard to understand your personal finances. Use this resource to summarize your assets and liabilities and gain a full understanding of your overall financial picture and total net worth.

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TurboTax Online

Independent Bank has teamed up with Intuit, the makers of TurboTax, to make your tax season easier. Get step-by-step tax advice for your personal and business tax returns. It’s fast, easy and accurate.

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Glossary of Financial Terms

Learn more financial lingo with useful information from i-bank. These important phrases will increase your understanding of your finance dealings.

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Credit Scores & Reports

Your credit score is an integral part of your financial profile and plays a major part in financial situations throughout your life. Check your credit health with this quick and easy credit report guide made available by i-bank.

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Calculators

Make financial decisions easier with i-bank’s investment, lease, retirement and mortgage calculators.

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