If you are interested in a new brokerage account, then now is your chance! Meriwest Credit Union is offering residents of Arizona and California up to a $1,200 bonus when you apply and open a new Meriwest Wealth Advisors investment account. To qualify for either of the stated bonuses, simply meet the required deposit amount for your desired tier. Once you have done so, you will be able to earn the bonus as well as taking advantage of countless financial investment resources with unlimited access to web and mobile platforms at no additional cost! On top of it all, you can take advantage of other financial investment opportunities such as bonds, stocks and so much more. For those that are currently interested, be sure to head on over to your local branch today to start your new brokerage account experience!
Eligibility: You live, work, worship, or attend school in Alameda, Contra Costa, San Francisco, San Mateo and Santa Clara counties of Northern California, and Pima county of Arizona. Opening an account with Meriwest is fast and easy. Membership is established by paying a $5 non-refundable membership entrance fee.
Meriwest Credit Union Account Summary:
- Sign Up Now
- Account Type: Individual Retirement Account (IRA), Individual, Joint or Custodial account
- Availability: CA, AZ (Branch Locator)
- Expiration Date: None
- Online Trades: Unknown
- Hard Inquiry: Hard Pull via Experian
- Avoid Monthly Fee: $0.
- Additional Requirements: To receive the maximum bonus of $750, you must invest $500,000 or more.
- Closing Account Fee: No fee applied with closing account. However, there is a initial fee of $5.
Meriwest Credit Union Account Requirements:
- Open a new Brokerage Account with Meriwest Credit Union
- Make the initial opening fee of $5.
- Deposit a minimum of $100,000
- Once all requirements have been accomplished, you’ll earn your desired tier.
- If you aren’t able to fulfill the deposit value, then you can always take advantage of the lesser bonuses with a lesser deposit.
Meriwest Credit Union Bonus Breakdown:
| Investment Amount: | Cash Bonus: |
|---|---|
| $100,000-$249,999 | $150 |
| $250,000-$499,999 | $300 |
| $500,000-$999,999 | $600 |
| $1,000,000 and up | $1,200 |
Meriwest CU Brokerage Account Features:
- Complete financial brokerage services provided:
- online access to your account through secured website available 24/7
- can view complete account online
- receive statements electronically
- discuss your account with one of the representatives in person/phone call
- Comprehensive financial planning (long and short term) investment strategies and retirement planning are all available to members confidentially
Conclusion:
For those that are currently interested in a new Brokerage account, simply head on in to your local Meriwest Credit Union location and you could earn a generous bonus! If the $1,000,000 is too high for you, you could choose from other lower deposit options that best fits your needs. Keep in mind that there is a one-time initial fee of $5 in order to open a new account. On top of earning the bonus, you can also take advantage of a host of great features to better your banking experience. However, if you are not currently interested in this attractive promotion, be sure to check out our full list of brokerage bonuses!
