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Appointment

Savings Account

Get a great rate when you open a Savings, Money Market, or Share Certificate Account.

Schedule Appointment

Items to bring to appointment

Photo ID

You will need a current state or government-issued photo ID (State ID, Driver’s License, U.S. Passport, U.S Resident Card).

Proof of Residence

If address is not current on government-issued ID or is not listed, please provide one of the following: current lease or mortgage agreement, auto/home/renter’s insurance, DMV registration, or utility bill (internet, cable, gas, electric or water).

Social Security

You will need a Social Security number or ITIN documents for the owner(s) of the account.

Funds

To open an account, you will need an initial deposit of $10 or more.

We're here to help

We always have time for you! While an appointment is not required to open your account, apply for a loan, or obtain any other service we offer in our branch locations, it will reduce your wait time. Make an appointment today with CU SoCal. We're here to serve your needs!

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If you are new to CU SoCal and prefer to bank digitally, use our fast and easy online application to get started.

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Personal Account Appointment

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