Remain vigilant for Patelco phone number spoofing. Our Patelco team will never reach out to you directly to ask for your card details, like expiration date or CVV code.
Our branches and call center are closed Monday, September 2.
The right checking account build a strong foundation — find one tailored to your unique needs.
The right savings account helps you grow toward your goals — find one that fits your needs and lifestyle.
Manage your Patelco accounts effortlessly with our comprehensive support services.
Low rates, no annual fees — Patelco credit cards fit every lifestyle and financial goal.
Flexible loans and lines of credit to consolidate debt or cover life’s big expenses
Flexible lending options and programs for new and existing homeowners.
Take advantage of one of life’s biggest investments.
Drive off with an affordable new or used vehicle, or save on one you already own.
Have your fun and freedom with a great loan that fits into your financial plan.
Explore our payment support center to learn more about loan modification options.
Up to $50,000. As low as 12.40% APR.
Get support managing your debit and credit cards and loans.
Learn more about our local expertise, guidance and personal service.
Tailored investment solutions to help you plan, invest, and secure your financial future.
Comprehensive insurance solutions to protect your assets and loved ones.
Complimentary one-on-one guidance from our Certified Financial Specialists.
Connect with us and find the right insurance option that fits your needs.
Patelco’s Digital Banking provides secure, convenient access to your accounts anytime, anywhere. Manage your finances effortlessly with our comprehensive suite of online and mobile services.
Sign up for Patelco Online™ to access and manage your accounts securely.
Schedule a video appointment or meet instantly with a Patelco team member.
Manage accounts, pay bills, and transfer funds securely from any device.
Bank on the go: check balances, deposit checks, send money and more.
Make secure, contactless payments using your mobile device at participating merchants.
Schedule and manage your bill payments online with ease and confidence.
Transfer funds between accounts or send money to others quickly and securely.
Send and receive money instantly with friends and family using Zelle®.
Download our Mobile App to check your balance, make transfers, pay bills, deposit checks, plan and save securely and conveniently from your phone or tablet.
Patelco Credit Union is a full-service, not-for-profit financial cooperative dedicated to helping members and communities prosper. With nearly $10 billion in assets and over 500,000 members nationwide, we are one of the largest credit unions in the nation.
Higher savings, better rates, and fewer fees. Patelco membership connects you to more.
Discover all the perks, savings and resources that come with being a Patelco member.
Learn about our history, our core values and our mission to build financial wellbeing.
Meet the people who are dedicated to helping you live your best financial life.
We’re united in our mission to help uplift each other, our members and communities.
Patelco’s latest news and announcements, media and press, awards and more.
See exactly how we’re doing by reviewing our latest financials.
As your trusted financial partner, we’re solely focused on helping our members build and sustain their best financial lives. Learn what makes Patelco membership different.
Get expert guidance, tools and support to take control of your financial future — from fraud prevention to education, relief options, and personalized advice.
Protect yourself from scams with tools, alerts, and tips to keep your info secure.
Explore financial hardship resources, loan relief options, and personalized support.
Tune in for expert interviews and real-life stories to help you master your money.
Get one-on-one coaching and tailored financial guidance from our financial specialists.
Join live and on-demand webinars to grow your financial knowledge and confidence.
Access tools, articles, and interactive course to support smarter financial decisions.
Access articles, guides, and tools to enhance your financial knowledge.
Learn more about Patelco’s community values, service in action, impact, events and partnerships.
Learn about our impact, purpose and involvement in the communities we call home.
Check out our sponsored community events and ones we participate in.
Discover how we can create a stronger culture of financial health for your employees.
Follow and like us to get the latest news, financial tips, and special offers.
Access to your accounts anywhere, anytime
The self-service tools you need to plan your future.
Easily pick and choose your own investments
Stocks, bonds, mutual funds, and more
More of a do-it-yourself investor? When you create an eVision®1 account, you’ll be able to make trades anytime – from anywhere. Whether you want to purchase stocks, bonds, options, or mutual funds, the eVision online trading platform offers a robust selection of investment options, with commissions as low as $14.95.2 You’ll have access to quotes, analytics, and comprehensive investment data3 to help you make informed investment decisions every step of the way. Plus, your eVision account will be linked to Patelco Online™, giving you a single dashboard to view balances, transfers, and up-to-the-minute information on all of your accounts! With no investment minimums, taking control of your future has never been easier.
All roads lead to retirement and saving for this major life event starts as soon as you’re working. With tax incentives that we get from the IRS for saving for your own retirement, it’s easy. It’s cheaper too, if you invest in some solid stock funds and let the global economic growth build your assets over your lifetime. As people near retirement, they almost intuitively want to move to safe and conservative investments. I get it, but I always have to remind clients that at age 65, you could be 20 or 30 years away from your long-term goals. Investments in money market savings and CDs have never kept pace with inflation and taxes. In fact, every 20 years, our money’s worth about half as much or has about half of the purchasing power. Luckily, there are products that offer principal protection and potential growth from market indexes. A good financial advisor can help you invest, accumulate, consolidate and eventually plan for the distribution of your retirement assets to you.
Self-investing is for those that are comfortable making investment decisions on their own, without guidance from a financial advisor.
There are no investments minimums to get started investing with the eVision investment platform.
Schedule a complimentary consultation with one of our CFS Financial Advisors4 and see if self-guided investing is the right choice for you.
It’s easy to put your money to work. Whether you’re just starting out investing, rolling over an IRA/401(k), or you need to save for higher education, the eVision platform is loaded with robust features, plus you can easily check your balance from Patelco Online™. The eVision online trading service empowers you to take the lead on your investments and trade stocks, bonds, and mutual funds with ease!
1 eVISION ® is a registered trademark of CUSO Financial Services, L.P.(CFS).
2 Complete pricing schedule available online.
3 Extreme market volatility and trade volume may affect system access and execution.
4 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
