Exclusive Services
As a Private Banking member, have access to many benefits which include the following:
- Direct access to your own personal Private Banking manager for convenient and immediate services
- Personal service from Financial Advisors brought to you by
Tech CU Financial Services and CFS*
- Estate planning and trust services at a specially discounted rate
- Tax planning and prepartion at a specially discounted rate
- Insurance planning services available
- Preferred pricing for entreprenuer start up programs and angel investment opportunities through Access Growth
- Personal home loan and real estate loan services from a Tech CU Mortgage Consultant
- Consumer loan rate discounts and priority processing of all loan application
- Rate increase opportunities on Certificate of Deposit accounts
- Interest checking account earning monthly dividends with no monthly fee
- Unlimited free domestic and international wires
- Fee-free travelers checks, money orders, corporate checks, stop payments and more
- Free Notary services, signature guarantees and medallion stamps for any financial related documents
- Visa check card to use at any ATM without a fee and increased daily withdrawal and spending limits
- Free checks and leather checkbook cover
- Access to exclusive Private Banking website (www.techcu.com/pb) and newsletter
*Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Tech CU and registered through CFS. Technology Credit Union is in partnership with CFS (Member FINRA/SIPC).