Apply for Membership Appointment

We're ready when you are. 
Schedule in-person appointment Schedule video call

Here's what you can expect during your appointment to become a member.

Whether you’re looking to save, spend, borrow, learn, or grow financially, we're the financial institution for you. During our time together, we'll explain our membership requirements and help you access to our exceptional financial solutions. 


Be sure to bring the requested documentation to your appointment.

Documents needed
  • Government ID for all authorized signers
  • Phone number, email address, and physical U.S. address
  • SSN and date of birth for the owner of the account

Recommended for you

Safeguard your finances with Card Defense®

Know in real-time when your Clearview credit or debit card is being used with Card Defense®. Download the app and set transaction alerts today!

Clearview Wealth Management Group

When planning for retirement is your goal, it's time to turn to Clearview Wealth Management GroupSM, available through CFS*.

“Clearview takes the time to understand the customer at a human level instead of as numbers on a paper.” William, Member since 2016
Learn More- Go to membership page
Learn More- Go to membership page