PRIVATE WEALTH MANAGEMENT
Private Wealth Management at OC Federal Credit Union offers concierge banking services to high net worth Members. As a Private Wealth Management Member, you receive a holistic approach to your finances, utilizing information about your assets, liabilities, time horizon, lifestyle and legacy goals to provide customized solutions. Click here to learn more about our Private Wealth Management division leadership.
THE FOLLOWING SERVICES WILL PROVIDE YOU WITH AN EXCEPTIONAL WEALTH MANAGEMENT EXPERIENCE:
- Private Wealth Management Platinum Checking
- Private Wealth Management Preferred Rate Money Market
- Private Wealth Management Preferred Rate Certificate of Deposit
- Private Wealth Management Preferred Rate Consumer Loans
- Private Wealth Management Custom Mortgage Loans
- Private Wealth Management Custom Commercial Banking Packages
Additional benefits for Private Wealth Management clients
Benefits shown apply to all Private Wealth Management accounts and are subject to change.
- No annual fee for Private Wealth Management services
- Higher limits on ATM withdrawals, debit card point-of-sale purchases, bill payments and credit card balances
- Earn interest on your checking balance
- Complimentary domestic wire transfers
- Complimentary stop payment
- Free exclusive Private Wealth Management checks with monogram, unlimited check writing, free Cashier’s Checks
- Free 12 months of check images and bank statements available online
- Hassle free switching of your account from another institution to OC Federal with ClickSwitch
- Easy 24/7 access with our mobile banking app
Make the Most of Your Money With OC Federal
Discover how you can unlock your money’s potential and achieve your financial goals with the help of the OC Federal Credit Union!
Every experience I’ve had dealing with OC Federal has been excellent. Everyone is always very helpful and courteous.
OC Federal Member
Consistently competitive rates and outstanding customer service.
OC Federal Member
Banking is easy and pleasant. The tellers are very accommodating and well-educated.
OC Federal Member
Say Hello to ClickSWITCH
It’s simple to move over your direct deposits and recurring payments.
