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Strengthen your employee benefits with First Tech

As your full-service financial partner, First Tech
provides your employees with customizable services
and individualized tools for financial wellness.

Employees want a strong financial plan

Your employees are looking for financial stability, and a plan that goes beyond just their retirement fund. They’re more likely to be happy at work when they are less financially stressed, which means more productivity for your business. With First Tech as your partner, your employees can be more engaged, more present and more invested in your business. And it all comes at no cost to you.Source: 2019 PWC Employee Wellness Survey

68 percent
67 percent
81 percent
57 percent
68% have less than $50k saved for retirement
67% consistently carry credit card balances
81% are not able to meet basic expenses if out of work for an extended period of time
57% have less than $1,000 saved to deal with unexpected expenses

Partnership benefits

Partnership Benefits Video

✔ Exclusive rates and discounts

✔ Free financial education resources updated regularly

✔ Relocation services for employees moving internationally or domestically

✔ New hire orientation program

✔ A dedicated account manager and onsite consulting services

Customized products and services

We have a variety of financial solutions that are only available to employees of our partner organizations. These include:

Student loan refinancing options

Mortgage and other loans

Checking accounts where you can Dynamic RateAPY = Annual Percentage Yield. Dividend Rewards Checking minimum opening balance $0.01. Effective 02.01.20, APY is 1.50% on balances between $.01 and $15,000 and 0.20% APY on balances over $15,000 each calendar month the minimum qualification are met. Qualifications per monthly cycle are 12 debit card purchases, one direct deposit or ACH withdrawal, and receive electronic statements. Qualifying transactions must post to your account prior to the last day of the month. If you do not meet qualification requirements, your account will still function as ATM rebates for that calendar month.

Youth checking and savings accounts with up to 5.00% APY

✔ Unique insurance productsInsurance products and services offered through Addison Avenue Financial Partners, LLC, d/b/a  First Tech Insurance Services, a wholly owned subsidiary of First Technology Federal Credit Union.

Investment advisorsRegistered address: 1011 Sunset Blvd, Rocklin, CA 95765 | 855.744.8585
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Relocation services

Comprehensive relocation services

Relocation Services Video

Moving for a job is stressful. First Tech can help ease the burden of that transition, and ensure your employees’ move – whether international or domestic – is financially seamless.

✔ Single point of contact for international moves

✔ Preferred credit rating without established history for international moves

✔ Streamlined mortgage pre-approval process

✔ Open checking accounts 60 days before arrival in U.S.

Member moments

How student loan refinancing helped Nick's outlook

Kari’s experience with our relocation program

Already part of the First Tech family?

When your employees are part of the First Tech family, they are always taken care of. We aim to open doors, inspire plans and provide security for our members every step of the way, at every stage of life. How can we help you today?

Contact an account manager