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New Personal Account Appointments

Prepare For Your Appointment

 
What to expect:


An iTHINK Financial Member Service Advisor will meet with you either in-branch or over the phone to discuss which iTHINK Financial products and services meet your needs and help you open your new personal account.

Note: Phone appointments are consultations only; new memberships cannot be opened over the phone.

Documents you may need:

  • U.S. Social Security Number
  • U.S. Driver’s License, Passport, or State ID
  • Proof of residence, if address on ID is not current (utility bill, pay stub, bank statement, or copy of lease/mortgage)
  • Credit/Debit Card or U.S. Checking/Savings account for funding
  • You must be a U.S. Citizen or a U.S. Permanent Resident and at least 18 years of age
  • You must remove any credit freezes prior to applying

 

Make an In-Branch Appointment 

Make a Phone Appointment 



Events

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Live Homebuyer Webinar on Jan 26

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Business Webinar: How to Write a Business Plan on Jan 27

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Wealth Management Webinar: A Will Is Not The Only Way on Jan 28

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