A Common Bond: Refer Family and Friends to Join Fort Financial

In an increasingly competitive financial landscape, Fort Financial stands out as an institution that prioritizes personalized service, community focus and ethical banking practices. For existing members, the decision to refer others to join Fort Financial goes beyond financial transactions; it's about sharing values and building stronger communities.

To thank you for trusting us with your financial wellbeing and recommending us as a financial partner to those you know, Fort Financial members who refer family and friends to open accounts will be rewarded – up to $500 a year!*

Becoming a member of Fort Financial has its perks.

• Personalized Service: Unlike large banks, where customers can often feel like just another account number, Fort Financial prides itself on offering personalized service tailored to the needs of our members. Our primary goal is to build meaningful, long-lasting relationships with our members.
• Community Focus: Fort Financial is deeply rooted in the communities we serve. You’ll often see us sponsoring local events, supporting charitable initiatives, volunteering with area organizations and investing in community development projects. By referring others to join, you not only help expand the credit union's reach but also strengthen the fabric of your local community.
• Competitive Rates and Fees: Members at Fort Financial receive competitive rates on loans, savings accounts and other financial products, as well as lower fees, compared to traditional banks. Whether it's securing a low-interest loan or earning higher returns on savings, referring your friends and family to Fort Financial can help them achieve their financial goals more effectively.
• Ethical and Responsible Banking: In an age where consumers increasingly value corporate social responsibility, Fort Financial stands out for its ethical and responsible banking practices. As a not-for-profit institution, we reinvest profits back into the community and provide our members with higher deposit rates, lower loan rates and fees and improved member experiences.
• Referral Rewards: Fort Financial rewards members who refer others to join the credit union. You have the opportunity to earn a gift card every time you refer your friends and family to open an account with us – up to $500 a year.* By referring others, you not only help your loved ones access valuable financial services but also reap rewards for yourself.

From the personalized service and community focus to competitive rates and responsible banking practices, Fort Financial offers a distinct banking experience that resonates with individuals who value community. By sharing your positive experiences and advocating for the benefits of credit union membership, you play a vital role in shaping a brighter financial future for yourself, your loved ones and your community.

Check out our Referral Program page to learn how you can start earning rewards by referring your family and friends to Fort Financial.

^*Receive a $25 Visa Reward Card when your friend registers, opens a new Fort Financial personal checking account, maintains a positive balance and keeps the account open for 120 days. Please allow 4-6 weeks for delivery of your Reward Card after completing all offer requirements. Terms and conditions apply and are available at fortfinancial.org/refer or upon request at your local Fort Financial Credit Union branch.

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