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First Tech Routing #321180379
Digital Banking

It’s your time.
Make the most
of it.

Schedule an appointment
with First Tech.

A woman typing on her laptop. Green leaves in the background.

There are two ways you can meet with us at your convenience. Schedule whichever one works best for you, and we'll send a confirmation email with all the details to help you prepare for your appointment.

Virtual Appointment

Using only the audio on your phone, receive a call on your scheduled date and time from a representative, all from the comfort of your own home. As a First Tech member, you can schedule time to talk about and do a variety of things, including:

  • Get help with general account maintenance and support
  • Ask general loan questions
  • Get your debit or credit card questions answered
  • Set up digital banking or reset your digital banking password
  • Become a member
  • Open an additional savings account, checking account or share certificate
  • Apply for credit card, auto loan or personal loan
  • Chat about mortgage, insurance and investment options
Man working on his laptop

In-person Appointment

Man walking out of a building.

When you need to visit one of our locations, maximize your time by scheduling ahead. We'll be ready to discuss one of the following topics when you come in:

  • Learn about the benefits of First Tech membership and join
  • Discuss ways to save money and time, or talk about your financial goals
  • Make a deposit or withdrawal on your First Tech account(s)
  • Open a new account: savings, checking, Instant Access, Fiduciary, IRA, business account and more
  • Apply for a credit card, auto loan or personal loan
  • Complete a notary

Appointment Type Matrix

In-Person Appointment Virtual Appointment
Learn benefits of membership Yes Yes
General account maintenance Yes Yes
General loan questions Yes Yes
Debit or credit card questions Yes Yes
Digital banking setup or resets Yes Yes
Discuss fraud concerns Yes Yes
Become a member Yes Yes
Apply for credit card, auto loan or personal loan Yes Yes
Complete a notary Yes -No
Discuss financial goals Yes Yes
Make deposit or withdraw Yes -No
Health Savings Account HSA Yes
Individual Retirement Accounts (IRA's) Yes
Educational Savings Account Yes
Roth Retirement Account Yes
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Frequently Asked Questions

You’ll schedule a day, time and topic. We’ll call you at the phone number you provide. You won’t need to connect your device to a web conference platform or display yourself on camera.

An appointment will save you time in the branch and helps us prepare for your visit. Virtual meetings are by appointment only. 

Appointments are preferred; however, you may still walk in to a First Tech location without an appointment but scheduling ahead means you won’t need to wait. Virtual meetings are by appointment only.  

You don’t need to schedule an appointment for basic transactions like deposits and withdrawals.

Yes, virtual appointments can be scheduled for the same day, assuming there is still availability. 

We can help you with many of the things that are done in a First Tech location except for cash transactions, notary, and cannot send wire transfers.  

Appointments can be self-scheduled through or Google Maps. A representative at any of our locations can also schedule an appointment on your behalf.

Appointment confirmation and reminders will be automatically sent to the email address you provide. You can also opt-in to receive SMS notifications on your mobile device. 

To reschedule or cancel an appointment, please use the link in your confirmation email.

Select the appointment type that best fits one of the topics you’d like to discuss and let us know what else you’d like to talk about in the comment section before submitting the request.

Please be ready to show your ID and you may provide supporting documentation related to the topic you wish to discuss.