We're Here to Support You
Life is unpredictable and ever-changing, and Meritrust is your partner in preparing for whatever lies ahead. The resources highlighted on this page are free for our members and their families.
Confidential one-on-one financial education appointments
Do you struggle to develop a budget? Are you anticipating a loss of income? Schedule free sessions with our certified financial educators who can help you build confidence in your finances through private appointments tailored to your needs.
Set up your appointment today.
Set up your budget at home
Use Meritrust's Personal Budget Analysis to track your expenses and plan for the future. Download the Excel form using the below link. Fill in the green spaces with monthly expenses and income sources. The gray spaces auto-fill to provide you with totals for a look at your expenses in relation to income.
Your financial partner in all stages of life
You've worked hard to invest for your future. Visit with a Financial Advisor at Meritrust Wealth Management, available through CUSO Financial Services, L.P.*, to discuss your situation and plan for your next steps.
Free up cash for other expenses with Skip-A-Pay
Resources to help you
VIDEO: Are you prepared for a financial emergency?
Meritrust financial education director shares tips.
Take the first steps to prepare for life's uncertainty
Find out ideas for saving, planning and budgeting to better prepare for the future.
We're here for you. If we can be in assistance in any way, please contact us at 800.342.9278. Thank you for choosing Meritrust to serve you.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Meritrust Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.