Self Service

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If you have a question related to your account, please email [email protected] or you can use Live Chat. *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 SEFCU OnLine (online banking), you can access your tax documents via the Mobile app or by logging into SEFCU OnLine. Here’s how: 

SEFCU Mobile app

  1. Log into your account using SEFCU’s award-winning app.
  2. Click “more” on the bottom of the window.
  3. Select "eStatement."
  4. Locate your 10-digit account number in the blue box and select the account.
  5. Select the “eTax” option to view your latest tax documents and information.

SEFCU OnLine

SEFCU Wealth Management Services Presents - Marriage: Entering a New Investment Life

SEFCU Wealth Management Services Logo

There are a lot of issues that couples need to think about when tying the knot – wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Keep reading for some financial issues that you might consider when embarking on a matrimonial journey.

SEFCU Wealth Management Services Presents – Build a Solid Financial Foundation

SEFCU Wealth Management Services Logo

Creating a solid financial foundation can help investors stay focused no matter how the markets are performing.

When the markets and the economy are behaving badly, as they tend to do from time to time, it's easy to feel helpless. But creating a solid financial foundation can help you gain control of your investments and possibly avoid mistakes that can sabotage your portfolio.

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. Have the funds deposited directly into your SEFCU account or exchange your coins for cash.

Coin sorters are available at the following branches*:

Capital Region

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.

Turbo Tax

It's tax time! You can access Turbo Tax by logging into SEFCU OnLine.

  1. Login into SEFCU Online
  2. On the main menu go to "Manage Money"
  3. Click on "My Turbo Tax"

 


Not Enrolled in SEFCU OnLine?

Get Started