Relationship Banking
Meet with a relationship ManagerPersonalized Advice from a Team Built for You
Your dedicated Relationship Manager is supported by a team of wealth management professionals, who will help you efficiently manage cashflow and budgets, build a confident future, and find the right solutions for you.
Tailored PlanIt+ Deposit Accounts
Access to Lending and Insurance Experts
Trusted Planning and Investment Advice
Peace of Mind
PlanIt+ Product Suite
PlanIt+ Checking Account
For a minimum of $100,000 in qualifying aggregate balances.
Contact Us Learn More- Contact us for rates1
- Free standard personal and official checks
- Free money orders
- Free stop payments
- Free debit card replacement
- Free incoming wire
- Minimum $1,500/mo in direct deposits or $5,000 minimum daily balance for higher APY
- $25/mo fee if combined balances are under $50K
- 100% Insured with combined coverage by the NCUA and MSIC
- Contact us for rates1
- Membership account
- Must have PlanIt+ Checking
- Unlimited deposits and withdrawals
- Multi-tiered interest rates
- 100% Insured with combined coverage by the NCUA and MSIC
Investments, Retirement Accounts, & Life Insurance
Advice and recommendations from experienced Financial Advisors.
Contact Us Learn More- Plan for the years ahead
- Accumulate wealth
- Review your retirement plan strategies
- Preserve & protect your assets
- Establish future sources of income
- Save for college and special needs
- Explore transfer of wealth options
- Move toward your financial goals
- Fixed Rates
- Adjustable Rates
- Construction Loans
- Jumbo Mortgages
- First-Time Homebuyer Mortgages
- VA and FHA Loans
- Loans for owner-occupied and investment properties
Use funds for:
- Home improvements
- Paying off high-interest debt
- Education/tuition
- Vacation or other large purchases
- Medical Expenses
- Personal and business lines2
- Expert guidance from a dedicated agent
- Customizable solutions
- Affordable, flexible payment options
- Easy claims filing and advice
1Rates subject to change at any time without notice unless otherwise noted. Offers may be withdrawn at any time. Subject to membership eligibility. Workers Federal Credit Union membership required; minimum balance to open membership account
is $5, unless otherwise noted. Annual Percentage Yield (APY) and rates are effective as of 8/18/2021 . Fees may reduce earnings. See our fee schedule for specifics. Interest compounded daily and paid
monthly.
2Coverage varies by carrier. Products offered by Workers Insurance Agency and Affiliated Companies. Coverage is subject to eligibility and availability. Other terms, conditions, and exclusions may apply. Insurance products available through
Workers Insurance Agency, a non-credit union subsidiary of Workers Credit Union are: NOT A DEPOSIT NOT NCUA-INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE CREDIT UNION, OR AFFILIATES MAY LOSE VALUE.
3Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Federal Credit Union (WCU) and Investments & Planning Solutions are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Investments & Planning Solutions, and may also be employees of WCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WCU or Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.