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Financial solutions for you:

As a strategic partner to the members of the Minnesota's Society of CPAs, SharePoint is pleased to provide you with valuable financial solutions for your individual needs. SharePoint has been providing financial solutions for over 85 years. We operate under a not-for-profit model, passing on higher deposit rates and lower borrowing rates to our member/owners. Our full financial suite of products will help you achieve your financial goals and save you time and money in the process. Using SharePoint is easy, just open a Share Savings account and all the products and services are available to you. Try us for your next car loan, home loan, checking account, or credit card. Check out all of our special offers!

 

Financial solutions for your clients:

Nobody knows the financial condition of a client better than a CPA. You simply have a keen eye on the numbers and know what matters to that individual. The good news is SharePoint is community based and ready to help. While your clients may not qualify for every benefit you do, there is a good chance the value of SharePoint will outperform their current financial relationship. Over the years 25,000 people have decided SharePoint is a better value, and if we can help your client, we will! Make a client referral to SharePoint, and when the transaction closes, we will place $25.00 in your Share Savings account. Just let us know who you referred and we will take care of the rest. Remember, on a client referral, we will never contact your client, unless they actually contact SharePoint. You control the relationship of your referral.

If your referral is a small business, well, we do that too. Simply call us, we bank over 400 small businesses and would love to help you and your client.

For Your Company:

Many members of the Minnesota Society of CPAs work in the industry. You now provide the financial expertise that makes your employer successful. Let's take it one step further and help the rest of your employees to a better financial picture. SharePoint provides employee financial benefits to over 100 independent companies, their affiliates, employees, families and households; improving their financial wellness.  No agreements, no contracts, we are chartered to serve your company. Share some savings on a car loan or a better CD rate with a fellow employee; it's easy! Call us and become a partner company, we are ready to help.

Learn more now or contact us to learn more about the many benefits your company could receive by partnering with SharePoint Credit Union at business.development@sharepointcu.com

For Your Firm:

SharePoint banks over 400 small businesses. Many are professional practices, just like yours. We offer simple business accounts, credit offerings, and credit cards with business needs in mind. Let SharePoint help you bridge your cash flow, or provide that card for business expenses. We are here to help you grow your revenue and support your financial needs. Learn about our business solutions that can help you now. 

Promotions

Up to $2,000 off Mortgage Closing Costs!* 

Benefit from a SharePoint Mortgage:

  • A variety of mortgage options
  • Personal service from people you trust
  • Competitive rates
  • Unique, personalized solutions

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*All loans subject to approval. Receive $250 off closing costs for First Mortgage Loans up to $100,000. Receive $500 off closing costs for loans $100,000.01- $299,999.99. Receive $1,000 off closing costs for loans $300,000- $349,999.99 Receive $1,500 off closing costs for loans $350,000-399,999. Receive $2,000 off  closing costs for loans over $400,000. Offer effective 3/5/2021 and subject to change without notice. Offer eligible for members of the MNCPA. Cannot be combined with any other offer. Not eligible with FHA loans or brokered loans. Other restrictions may apply. Contact a SharePoint Credit Union Representative for details. SharePoint CU is an equal housing opportunity. NMLS #527701

Click here and save even more by learning about all of SharePoint's current promotions!

Refer a Client

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We will not contact you or your referral. Information used for verification purposes only.

 

*The existing member and new member will receive $25 for each new SharePoint checking account or loan opened, up to 20 accounts. Both existing and new member must be eligible. Must mention or present coupon to receive funds. SharePoint reserves the right to reclaim promotional funds if account is closed within 6 months. All SharePoint accounts are subject to approval. Must be in good standing to receive promotional funds. Member is responsible for any related taxes according to MN laws. Cannot be combined with any other offer. Offer effective 9/4/2019 and subject to change without notice. SharePoint is an equal housing lender. Federally insured by the NCUA.

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