Financial Resources

Find forms, answers to some account questions and help in reaching your goals.

The Summit Blog

Check out The Summit news, tips, and useful articles to help you manage your finances.

Protecting Sensitive Information in an AI World

November 3, 2026

It’s hard to ignore the presence of Artificial Intelligence (AI) in our everyday lives. It seems to be everywhere! When we ask for directions, platforms use AI to analyze traffic and calculate routes. Streaming services use AI to suggest content based on our viewing history. Social media platforms power feeds and advertising designed to match […]

HSAs for Medical Expenses and Beyond

October 15, 2026

We all incur medical expenses. It’s a fact of life. It could be something as simple as bandages from a pharmacy, or something more complex like a surgery. Most of us pay for these costs through our medical insurance, or out of pocket. But a Health Savings Account (HSA) offers a way to save for these types of expenses and make purchases using a tax-free account.

Phone a Friend. Refer a Friend.

September 4, 2026

How many times have you really enjoyed something, or found something works well for you? The first thing you want to do is tell someone, right? You want to share with friends and family so that they can enjoy those same things. Our members are our greatest ambassadors. Take this comment from a member, for […]