Protect your personal and financial information by never sharing account details, passwords, or personal information. Learn more about Fraud Protection.

We’ve more than doubled our dividend rates for our high-yield checking and savings accounts - Learn More!

Wellby Financial

Disclosures

Membership Agreement and Disclosures

Wellby’s Membership Agreement contains the member and account agreement, funds transfer availability policy, and electronic funds transfer agreement.

Membership Agreement (PDF)

Truth-in-Savings Disclosure (PDF)

Privacy Notice

Wellby respects our members’ expectation of privacy.

Privacy Notice (PDF)

Children’s Privacy

Wellby is dedicated to the protection of children’s information on the internet. We will not intentionally collect personal information from children under 13 on our website without first obtaining consent from their parents or legal guardians.

COPPA Privacy Notice (PDF)
COPPA Direct Notice to Parents (PDF)

To learn more about the Children’s Online Privacy Protection Act (COPPA), please visit the National Credit Union Administration Regulatory Alert or the Federal Trade Commission’s website.

Fees

Fees subject to change.

Fee schedule (PDF)

USA Patriot Act

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account at Wellby, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.