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FinanceWorks

FinanceWorks No Longer Available After February 27, 2018

Due to changes beyond Rivermark’s control, FinanceWorks is being discontinued effective Tuesday, February 27, 2018. Since you have been a user of FinanceWorks, we wanted to provide you with an opportunity to download your data for use in other PFM solutions. Beginning February 27, FinanceWorks will no longer be accessible within Online Banking.

Download Your Data

Circle of Download Button in FinanceWorksYou still have the opportunity to download your data from FinanceWorks before February 27. 

  1. Log into Online Banking and select Manage Money - FinanceWorks or click on the FinanceWorks section. 
  2. Click on the Transactions tab. 
  3. Select the dates of transactions you'd like to download.
  4. Click Download (located on the top right of the cleared transactions list). 
  5. The file will download as a .csv file. 

Discontinuing this service is not something Rivermark does lightly. However, with several free alternatives available online, we recommend you consider mint.com or money.yodlee.com.

 If you have questions, please contact us at 503.626.6600 or 800.452.8502 or submit a contact form