What Is the Process for Opening an Account at Advantis Credit Union?


Quick Answer

The process for opening an account at Advantis Credit Union involves applying online and waiting for two business days for Advantis to verify the applicant's information and help him get started, according to the official website. Application requirements include a Social Security number and driver's license.

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Full Answer

Besides a driver's license, a person may present a state ID or a U.S. passport ID number, states Advantis. Individuals who want to fund their new accounts through electronic transfer from other financial institutions need to provide routing and account numbers. Any joint owner must provide and confirm personal information during the verification process.

As of 2015, people who want to open an account for a business, trust or minor should visit a local branch or contact the company by calling 503-785-2528, recommends Advantis. Existing members who wish to create an additional account under a primary membership may apply online or inquire by calling the customer service number.

Advantis Credit Union is a nonprofit financial cooperative owned by its members, explains its website. The credit union returns its earnings to members by offering excellent rates, low fees and free services. It caters to the needs of its members by reaching decisions in a democratic manner and allowing members to share ownership. The board of directors consists of volunteer, member-elected individuals.

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