NOTICE: Beginning in early March, you'll hear a new voice and experience a change in menu options when you contact Call-24 Phone Banking. We are rolling out a state-of-the-art system to make your experience easier. There will be no interruption in service during the upgrade. For the nearest branch and ATM locations, click here.

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  • Earn up to $2,000 by consolidating your investment assets.*

    The more you move, the more you get

    • Simplify your finances - consolidate both retirement and personal investment accounts into just one account with Tech Wealth Management.**      
    • Get one statement while still maintaining a diversified portfolio.     
    • We take care of all the paperwork —and now you’ll reap an even bigger bonus at every level.    
    Bonus Levels

    Invest

    Bonus

    $1,000,000+

    $2000

    $750,000 - $999,999

    $1500

    $500,000 - $749,999

    $1000

    $250,000 - $499,999

    $750

    $100,000 - $249,999

    $300

    $25,000 - $99,000

    $150

    What are you waiting for?

    Get started today, call us at (800) 851-8549 to set up an appointment.

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

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We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
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