Annual Reports
Current and Historical Annual Reports
Wellby Financial annual reports provide our members with a summary for the fiscal year. Each report highlights the strategy, accomplishments, and financial standing for the credit union.
Checking
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Free, High Yield Checking, Premium PerksEnjoy a high yield, no monthly service fees, Early Payday, and other premium perks with a Wellby Secure Spending account. (APY = Annual Percentage Yield)
Open NowSavings
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Take Your Savings FurtherPair your Wellby Savings Plus account with a Wellby Secure Spending checking account and double your savings rate** to earn up to 3.30% APY (Annual Percentage Yield).
**DOUBLE YOUR RATE!Mortgages
- Mortgage Calculators
- Mortgage Purchase
- Mortgage Refinance
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Save Money with a Lower Rate on a 10-Year ARMAn Adjustable-Rate Mortgage (ARM) gives you flexibility and more buying power to own your dream home.LEARN MORE & APPLY ONLINEHome Equity
- Resources
- Your Guide to HELOCs
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HELOC Starting at 4.99% APR for the First 6 MonthsTurn your home's equity into affordable funding for your next big goal. Remodel your home, consolidate debt, or make a major purchase—the possibilities are endless with a Home Equity Line of Credit.
Apply OnlineLoans & Credit
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Love Your Car, Love Your PaymentWe can help you find a payment that fits your budget with rates as low as 4.39% APR*!
LEARN MOREInvesting
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Helping you turn your investment goals into realityFrom financial advice to hands-on guidance, we're here to assist you in creating a plan and staying on track.
Learn MoreResources
- Insurance Offers
- AD&D Insurance
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Financial Power in Your PocketWellby mobile banking empowers you to manage your finances from a single platform anywhere life takes you.
DOWNLOAD OUR APPAbout
- Community
- Habitat for Humanity House Build
- Newsroom
- Annual Reports
- Press Releases
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Discover the Wellby DifferenceAt Wellby, you’re more than just an account holder and our purpose is to help turn your dreams into reality.
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