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.

Shared Branching – What It Is and How You Can Benefit

May 14, 2026

Shared Branching is unique to credit unions. Shared Branching is a national network of credit unions from all over the country that share facilities to give members thousands of convenient locations to perform financial transactions.

Steer Clear: How to Avoid Costly Auto Buying Traps

April 28, 2026

By GreenPath Financial Wellness Tax refund season is here, and for many people, that extra cash feels like the perfect chance to finally upgrade their vehicle. It’s not just a feeling—tax season is historically one of the busiest times for auto sales and financing, driven largely by shoppers using their refunds for down payments. That […]

Money Makeover: Your Financial Spring-Cleaning Checklist

April 7, 2026

By GreenPath Financial Services Spring is a natural reset. While you’re cleaning and organizing your home, take time to refresh your finances too – using this checklist to refocus your money for the months ahead. ☐ Clear Financial Clutter ☐ Review all recurring subscriptions and cancel unused services☐ Close or consolidate old checking or savings […]