Family 360° Account
Banking for the Whole Family — Connected, Convenient, and Secure
At Crest Vale Banking, we understand that managing family finances requires more than just individual accounts — it demands a smart, unified approach. Our Family 360° Account is designed to simplify, connect, and empower families to achieve their financial goals together. Whether you’re budgeting for groceries, saving for college, or planning a vacation, Family 360° puts all your banking needs in one seamless solution.
The Family 360° Account is a bundled banking package that allows multiple family members to manage and monitor their finances under one coordinated setup. Each member gets individual sub-accounts with customized access, spending controls, and financial tracking — all linked to a central family dashboard. It’s the perfect blend of independence and oversight.
Business Account Eligibility
Primary Account Holder: Must be 18 years or older with a valid U.S. ID and SSN
Family Members: Can include spouses, children (aged 13+), and dependents
Proof of Address for each member
Consent for linked access and controls by all participating members
Key Family 360° Account Features
Unified Family Dashboard
View and manage all linked accounts in one place, including balances, goals, and transactions.
Custom Sub-Accounts
Create individual accounts for family members with personalized limits, notifications, and permissions.
Parental Oversight Tools
Monitor your child’s spending, set savings targets, and guide them toward financial responsibility.
Automatic Transfers & Budgeting
Automate allowance payments, bill sharing, and savings plans across the entire household.
Financial Education Resources
Get access to interactive tools, articles, and webinars designed to teach kids and teens smart money habits.
Mobile App Integration
Each family member gets access to the mobile banking app with customized views and alerts.