Ask Us

We upgraded our online and mobile banking system on October 11, 2021. If you are a Quicken or QuickBooks user, the online and mobile banking upgrade requires that you make changes to your Quicken or QuickBooks software. Instructions are available below.

Quicken, QuickBooks & Mint Updates

Financial Institution Name: Wellby

Financial Institution Address: 1330 Gemini Houston, TX 77058

Routing/ABA Number: 313083992

Member Account Number: Member Number + Share ID

Example: 12345678-1000; 12345678-1100; 12345678-1001

Note: Incoming wires are processed Monday - Friday from 9:00am - 5:00pm CT. To check the status of an incoming wire, please contact the sender.

Yes, Wellby offers Traditional, Roth, and Coverdell IRA accounts, as certificate or variable share account types.

Once your IRA account is opened, you can make regular contributions to your account, move assets through a direct transfer, or roll over assets from an existing IRA or an employer-sponsored retirement plan.

Yes, the Wellby Secure Spending account has a low $6 monthly service fee with the ability to waive this fee if you qualify.
We’ll waive your $6 Monthly Service Charge when you:

• Set up a direct deposit of at least $300 per month
• Register for our online banking platform and are an active user by logging in once every three months
• Receive eight or more posted debit card transactions or bills paid with your debit card, or by being a Wellby lending member

After you open your Wellby Secure Spending or Wellby Spending Plus account, we will send you information, including the steps to activate your nxg|PROTECT program for enhanced identity theft monitoring services. It is a simple, one-time registration process to start utilizing your benefits.

Yes, the Wellby Spending Plus account has a low $10 monthly service fee with the ability to waive this fee if you qualify.
We’ll waive your $10 monthly service fee if you:

• Set up a direct deposit of at least $4,500 per month
• Register for our online banking platform and are an active user by logging in once every three months
• Complete one of the following: eight or more posted debit card transactions or bill payments, or $100,000+ in lending balances with Wellby

If it's after hours, please call (866) 692-9364 to place an immediate freeze on your card. Contact us the following business day to cancel your card.

After taking the above steps, you must complete and submit the Wellby Credit and Debit Card Fraud Form.

You may qualify to borrow up to 125% of NADA clean trade or invoice. Please speak with a Wellby lending specialist for more details.

You can apply online for a personal loan, or fill out an application at any of our solution centers.

Personal loan types include debt consolidation, home improvement, medical expenses, relocation assistance, and secured loans.

There was a delay from our statements vendor in the production and distribution of our March statements. Paper statements were sent to the USPS on April 11, which is outside of our Service Level Agreement. We have addressed the issue with our vendor, and they have made adjustments to their production process to help mitigate this in the future. eStatements were not impacted by this delay and were posted for members to view online on April 1.

Our goal is to partner with industry-leading vendors to provide exceptional service to our members. We understand in some instances a vendor has not delivered an experience consistent with our service level agreement. We are working with our vendors to ensure their service aligns to our expectations and delivers an enhanced experience in every engagement with our members.

We are aware of the escrow payment errors and are working with our vendor to ensure all members' escrow accounts are corrected. Wellby will waive any fees or penalties incured as a direct result of this error. We have discussed the recent escrow issues with Dovenmuehle Mortgage Inc. (DMI) and they are working to correct all account errors to prevent any future occurrences.