- Establish a monthly Direct Deposit to your First Tech account of $750 or more per month, or increase an existing Direct Deposit to at least $750. Already have this? Great – you qualify!
- Visit your nearest First Tech location, or call us at 855.855.8805 to take advantage of this offer. Not available online.
- Fund your certificate with at least $500 in new money.
Thank you for your membership with First Tech.
Offer valid 08.01.19 – 10.31.19. Must be 18 years of age or older to enroll. This offer may be combined with any other ongoing offer at First Technology Federal Credit Union (“First Tech”). New account must be opened at a First Tech location or via a Contact Center Representative. Not available online. New accounts must be personal only; business, organization, trust, and all other fiduciary accounts are not eligible. For new members, opening a Membership Savings Account with an initial deposit of $5.00 is required prior to opening any other type of account. First Tech relationship must be in good standing (not in default, closed, inactive, or otherwise not in good standing). Dividends are considered interest and may be reported on IRS form 1099 INT.
1 To earn the promotional APY, enrollees must open a new Promotional 6-Month Certificate with new money only. New money must be deposited from a source outside First Tech; transfers between First Tech accounts do not qualify. At account opening, you must have direct deposit/s that add up to $750 or more from an employer payroll or retirement, pension, or Social Security Administration distributions per month to qualify. Promotional 6-Month Certificate will revert to regular, 6-month Certificate at maturity. Accounts subject to approval. Rates subject to change. Terms and conditions apply. Early withdrawal penalties may apply for withdrawals taken in accordance to Regulation D requirements.
2 APY=Annual Percentage Yield. Effective 08.01.19 the Promotional 6-Month Certificate has a 2.25% APY and the Membership Savings Account has a 0.05% APY. Rate increase of 0.10% APY will be applied to all Promotional 6-Month Certificates opened by Addison Avenue clients within three business days of certificate funding. Those Promotional 6-Month Certificates opened by non-Addison Avenue clients are eligible for 0.10% APY rate increase upon submission of an Addison Avenue Client Intake Form. An Addison Avenue Client Intake Form will be emailed via the email address provided on the application of the Promotional 6-Month Certificate. If no email address is available a paper copy Client Intake Form can be completed and given to any First Tech location. Only one submitted intake form required per enrollee. Once submitted all successive Promotional 6-Month Certificates opened will receive the 0.10% APY rate increase within three business days. Rate increase will be effective of the date of change, and will not be retroactive. All Client Intake Forms must be received by 11.15.19.
3 Registered address: 1011 Sunset Blvd, Rocklin, CA 95765 | 855.744.8585
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.