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Member Benefits

As a Capital1 member, you get access to exclusive benefits designed to help set you up for success with your money, community, and career.

EXCEPTIONAL SERVICES AND SOLUTIONS

Get access to benefits that help you with your money and community—all at no cost.

Financial planning

Get personalized advice from credentialed advisors.

Referral bonuses

Refer friends and get rewarded with approved referrals.

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More Benefits

Member rate discounts

Get a rate reduction or discount on your next eligible loan.

20% off your Estate Plan

We’ve partnered with Trust & Will to make estate planning easy.*

Experiences and events

Attend once-in-a-lifetime experiences plus local networking events, dinners, and happy hours.

Exclusive online community

From money hacks to surprise swag giveaways—it’s all happening in our members-only Facebook group.

Member Advisory Board

Become a part of a diverse group of Capital1 members who provide invaluable feedback across all our products and services.

Capital1 Unfiltered

Members can connect with Capital1 ’s Research, Product, and Marketing teams over the phone to give quick feedback on products, benefits, and more.

Built for members, by members.

At Capital1 , putting members first is our company’s #1 value. Members are our driving force—and that’s why we give them every opportunity to get involved and make an impact.

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