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Please select an area of interest below, complete the corresponding form and a member of our team will be in touch soon.
Book an Appointment with Our Retail Banking Team
If you are interested in booking an appointment to open a new Checking, Savings, Certificate of Deposit, IRA, Personal Loan or are interested in specialized services like Notary, Renewals, Account Changes or Signature Guarantee/Medallion, please choose a branch from the dropdown list below and pick a time that works best for you.
What's needed to open an account?
When it comes to opening an account, we’ve got you covered! You can open an account online for most checking, savings, other individual products, or joint accounts. You can also schedule an appointment to open an account at a branch.
To open accounts for minors, as agent under a power of attorney, trusts, IRAs or businesses, we recommend an appointment because more documents will be required.
If you choose to open an account at a branch, and you’re over 18-years-old, a Relationship Banker will verify your identity. Remember to bring along any relevant documents that may be required according to the account you wish to open, along with two forms of identification. See the list below for acceptable forms of ID to bring:
Acceptable forms of ID may include:
- Driver's license or state-issued ID
- U.S. or foreign passport
- Permanent Resident Card
- U.S. visa
- Military ID
- Student or employee photo ID
- Matricular Consular Card
- Other supporting documentation as needed
Don't see your identification listed? Please reach out to our team. We're committed to making account opening accessible and are happy to review your options.
You may also be asked to provide proof of your current address, such as:
- Utility bill
- Lease or mortgage document
- Government or financial institution correspondence
- Insurance, tax, or payroll documents
Additional residency verification options may be available. Please contact us or visit a branch for assistance.
Requirements may vary depending on the account type and individual situation.
Book an Appointment with our Commercial, Mortgage, Payroll Complete, Waukesha Investments or Wealth Management Teams
If you are interested in meeting with a Commercial Banker, Mortgage Consultant, or a member of our Payroll Complete, Waukesha Investments or Wealth Management teams, please fill out the form below.
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