Financial Personality Indicator

The process will take just 10 to 15 minutes of your time, and results will be provided by phone, email or mail (whichever method you prefer) within two business days. Complete all pages and choose Submit Answers on the final page to complete the process (answers not submitted will be lost if your browser is closed).

Discover Your Unique Financial Personality

Step 1 of 6

  • York Traditions Bank keeps your information private. It will never be shared with third parties.
  • Please choose ONE Answer for each question that best describes your relationship with money.