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TouchPoints
2018Winter

More Value for Your Relationships

Signature Membership is our way of recognizing you for your relationship with the Credit Union. Make 2018 the year to boost the value of your banking by qualifying for Signature Membership.

Achieving Signature Membership

When you choose Wescom for your auto loan, mortgage, or other financial needs, you'll earn Signature Relationships, which will qualify you for fee waivers, loan discounts, and added bonuses.

There are two progressive levels of Signature Membership:

Signature Membership

What's New for 2018

We've increased the Signature Relationship value on services that really make a difference in our members' lives.

For more information about Signature Membership 2018, visit eBranch and select Signature Member from the Menu. From the Relationships tab you can view your Signature Scorecard. From the View Full Benefits tab you can see how much money you've saved as a Platinum or Signature Member and the value it brings to your everyday banking.

Visit wescom.org/signature or call 1-888-4WESCOM (1-888-493-7266) for more information or questions.

†Used service in the past calendar month.


The Wescom Financial Education Center

Introducing the New, Online Financial Education Hub for Wescom Members

At Wescom, our goal is to help you succeed financially. Whether it's increasing your savings for retirement, figuring out if you should rent or buy, or knowing what insurance coverage fits your needs, the new Wescom Financial Education Center can help you make smart financial decisions.

Self-Guided Financial Modules

Accessible from Wescom.org, the Financial Education Center features short, interactive educational modules that are self-guided for a custom, personalized experience. Here are just a few of the featured modules that you can view online from your computer, mobile device, or tablet:

These free learning modules can help set you on the right path to financial wellness. Visit www.wescom.org and select Financial Education Center to start your financial journey with Wescom today.


Now's the Time to Fund Your 2017 IRA

Image of Credit Unions for Kids Logo and Dreams Thrive Here Logo.

It's not too late to put away funds for your retirement — you have until Tuesday, April 17, 2018 to contribute to your 2017 Individual Retirement Account (IRA). By contributing to your 2017 IRA, you may reduce your taxes and increase your retirement savings (consult a tax advisor).

To open an IRA or learn more about the investment options available to you, schedule your no-obligation consultation with a WFS Investment Representative. Call us at 1-888-4WESCOM (1-888-493-7266), ext. 5104, or stop by any Wescom branch.

Before deciding whether to retain assets in an employer sponsored plan or rollover to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).

Investments are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value. A withdrawal prior to age 59 ½ may be subject to IRA penalty and tax consequences. Consult your tax advisor.

Wescom Financial Services CA Insurance License #0E36340.