Refer-a-Friend

Are you ready to earn some extra cash while helping your friends and family? We're excited to introduce our enhanced referral program at The Equitable Bank, designed to reward you for spreading the word about our exceptional banking services.

How It Works:

  • Refer a Friend: Invite your friends to open a checking account by sharing this page with them. 

  • Get Rewarded: When your friend successfully opens an account, you'll receive a $100 credit as a token of appreciation to your account.

  • Double the Benefits: Your friend will also enjoy a $100 credit once they meet the incentive requirements.

Why Refer? It's a Win-Win!

Our referral program benefits everyone involved. You get rewarded for sharing the good news about The Equitable Bank, and your friends and family get to experience our outstanding banking services.

Have Questions or Need Assistance?

Our dedicated team is here to help. If you have any questions or need assistance with the referral process, feel free to reach out to us.

Thank You for Being a Valued Customer!

Account Open

Referring customers will receive a $100 credit to their account within 30 days of the new customer completing their new account opening. New customers must complete the following steps within the first 90 days of their new account opening to qualify for the $100 incentive: receive a direct deposit from payroll, Social Security, pension or other government benefit in each of two consecutive months, AND; either have posted signature (POS) debit card transactions totaling $100 or more OR have an automatic withdrawal completed, in each of the two consecutive months. An automatic withdrawal is an automated payment made from your checking account to pay a recurring a bill or obligation. Certain types of transactions such as ATM transactions, person-to-person transfers, transfers to your account at another financial institution, credit card payments and non-recurring bill payments are not considered automatic withdrawals. Direct deposits do not include person-to-person payments, transfers from your account at this institution or another financial institution, wire transfers, or cash deposits. To qualify for the offer, all account owners must be a new customers to The Equitable Bank, and not have held an active checking account with this bank within the last 24 months. Customers with an existing account that has to be closed and reopened due to fraud or other unauthorized activity are not considered new customers and are not eligible for the new account incentive. For tax purposes, a 1099 form may be issued. Offer may be withdrawn at any time. $100 minimum required to open all new accounts. As a representative example, on 8/01/2023. The Equitable Bank’s E-Checking has an annual percentage yield of 0.01%. Visit www.theequitablebank.com/checking to review all of the great checking accounts you have to choose from.

Online Banking Services in Milwaukee County

Online Services

Access your account beyond the branch when you sign up for The Equitable Bank's convenient online services. Save time, save money and save the environment.

Learn About Online Banking

 

Expand toolbar

back to top