Self Service

Can’t find what you’re searching for on our site? Then let us know by filling out this suggestion box so we can improve future search experiences on sefcu.com.

If you have a question related to your account, please email [email protected] or you can use Live Chat Monday through Friday 8 a.m. to 6 p.m. *Please do NOT include any sensitive information, such as member number in the email or chat.*

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How to access tax documents using online services

If you are enrolled in online banking, you can access your tax documents via the Mobile app or by logging into online banking. Here’s how: 

SEFCU Mobile app

  1. Log into your account using SEFCU’s Mobile app.
  2. Select the eStatements widget (you may need to click "More" to find eStatements, depending on how you have personalized your dashboard).
  3. Select the “Tax Documents” option from the drop down to view your latest tax documents.

Online Banking

HSA Eligibility

To open a Health Savings Account (HSA), an individual must be covered by a High Deductible Health Plan (HDHP). An HDHP generally costs less than what traditional healthcare coverage costs, so the money that you save on insurance can be put into your HSA.

Coin sorter locations

Do you have too many coins and not enough time? Use a SEFCU coin sorter and let us count your loose change for you. With coin sorters in many branches, just stop by and we'll do the rest and you can have the funds deposited directly into your SEFCU account. If you would like to, you can donate 4% of your counted total to help SEFCU's Community Support Program which assists local non-profits achieve their goals. Each month the proceeds will benefit a different non-profit.

SEFCU Defensive Driving

SEFCU offers an online Defensive Driving!

  • Course taken 100% online
  • Up to 4 points reduced on your license
  • Course approved by the New York State Department 
    of Motor Vehicles
  • No final exam
  • Complete the course in English or Spanish!
Get started today!

Preferred Dealers

Lia Auto Group

   
Lia Chrysler, Jeep, Dodge, Ram 2116 Central Ave., Schenectady, NY 12304
Lia Honda 1258 Central Ave., Albany, NY 12205

How to Find Online Banking Login Box

Online Banking, Login, User Login, Sign In, Log in. It's referred to in different ways but we know the most important thing for many people is signing into their online banking account. If you are having a problem finding the login box, please refer to this screenshot of our homepage below.

Enroll in eStatements through SEFCU Mobile Banking

Follow these simple instructions below.


  1. Sign into the  Mobile app and tap  the menu next to “Accounts” on your account screen.
  2. Click on “eStatements.”
  3. Scroll to the bottom of the agreement and disclosure page and click “Submit.”
  4. Congratulations, you’re now enrolled in eStatements!

The Financial Fitness Challenge: Tips for Strengthening Your Financial Health

Diet books. Fitness apps. Live-streamed exercise classes. They all tell you the same thing: Maintaining good physical health requires discipline and adherence to a few simple habits, such as eating wisely, getting enough sleep, and exercising regularly. But did you know that the same basic formula can also apply to achieving and managing financial fitness? If you're looking to shed some unwanted financial fat and build a potentially healthy financial future, all you need is a good attitude, a little bit of dedication, and a solid plan to get you on track.