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Once a member, always a member

moving day

Just landed a new job? Or need to flee the Wisconsin winter? No matter the reason, a move can mean many things in your life will change, but the way you manage your finances doesn’t have to be one of them. Your new city may not have a Summit branch, but with features like online banking and e-statements, we can move with you.

Check out these strategies to make your financial transition easier, so you can be free to tackle bigger worries, like unpacking and finding your new go-to restaurant.  

  1. It’s the 21st century. Go digital! With Summit’s online banking capabilities, you can manage your money from anywhere. Use the Summit app to deposit checks, monitor your accounts and message Summit with questions – all from the palm of your hand.
  2. You already have a lot to think about – don’t worry about moving your savings and checking accounts. Sticking with Summit allows you to keep your direct deposits and automatic bill payments in place, which means you can spend more time exploring your new home and less time worrying about paying your cell phone bill. And don’t forget about Cash Boomerang! By sticking with us, you are still enrolled in the program – even from afar. A few extra bucks every year doesn’t hurt, right?
  3. Don’t miss out on Summit’s member resources. Many of our financial courses are also offered as webinars, so you can get the benefit of these events even from a different city. We cover topics ranging from student loan repayment and investment basics to social security and retirement.

Of course, our online resources are all available through a secure server, too, because your money is important to you, which means it’s important to us. We’re packed and ready to move. Are you?