Checking Account Appointment

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

Here's what you can expect during your checking account appointment.

If you're looking to manage your money easily and conveniently, we have a checking account for you. During our time together, we'll review each of our account types and help you decide which option is the best choice for you.

Absolute Checking® Account

A premium account that includes identity theft monitoring, phone protection, discounts, and more.

Simple Checking Account

Enjoy dividends like a savings account and a rewards program like a credit card.

Basic Checking Account

Everything you need to manage your finances, keeping rules and fees to a minimum.

Be sure to bring the requested documentation to your appointment.
Documents needed
  • Government ID
  • Phone number, email address, and physical U.S. address
  • SSN and date of birth for the owner of the account

Recommended for you

Get to know Goal Builder

Set, track, and achieve your savings goals with the ultimate savings tool.

Clearview Wealth Management Group

When planning for retirement is your goal, it's time to turn to Clearview Wealth Management Group®, 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