Envision Financial

Simple Switch Program

Switching to Envision Financial, a division of First West Credit Union, is simple—let us show you how easy it is to get great service, expert advice and products and services that suit your banking needs.

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Overview

Switching Made Simple

Perhaps you've seen something on our website or in one of our locations to make you say "Hey, I think I want to switch to that credit union that promises to make my financial life simple!" But, you're not sure how to do that in an easy way.

Well, we can certainly help you with that. We can remove any fears you have about the switching process being complicated. At Envision Financial, we like Keeping it Simple®.

  • We can help lessen the steps required in updating your billers, by changing all of your current pre-authorized transaction account information.
  • Save money by substantially reducing service fees by consolidating your banking transactions to one account.
  • Save time with account cash management since all of your transactions will now originate from one account.

Contact us to switch your bank account from your current financial institution to Envision Financial, a division of First West Credit Union.

Ready to apply? Switching to Envision Financial is simple!

Online

Applying for an account online just takes a few minutes and just five easy steps!

In Person

If you’re more comfortable coming in to see us, we’d be happy to open a new account for you or make changes to your existing account with us.

By Phone

If you’d like to call us, here is a complete list of our branch and insurance office numbers.