Refer friends and family and save together!

Checking Referral:

Enroll in our refer a friend program using the registration form below and you and your friend can each receive a $50 Visa® Virtual Reward Card when your friend registers, opens a new SbCU personal checking account*, and meets the following requirements within 60 days of establishing membership:

  • Sets up eDocuments, AND
  • Completes one (1) direct deposit of $300 or more (income earned through self-employment or working an IRS-classified “Gig Economy” job does not qualify as direct deposit), OR
  • Completes five (5) debit card transactions of $5 or more each (ATM transactions excluded)

For Current Annual Percentage Yield (APY) and Checking Account rates and requirements, please visit: https://www.settlerswi.com/rates/

*Membership with $5 Share Savings account required to open checking account.

View All Requirements

Get ready to register your referrals!

  1. Register Use the form on this page to register your information for the referral offer.
  2. Refer Enter your friends’ or family members’ name and valid email address to invite them to register their referral. You can also share the offer via social media or text! Your friends will receive a notification containing registration instructions and offer requirements.
  3. Reward Once your friend completes their registration and meets the offer requirements, you will each receive a Visa® Virtual Reward Card.


 

ReferLive is a trademark of CustomerStream, LLC.

Refer a Friend FAQs

In addition to the individual offer requirements, the following requirements must be met:

  • The referred member cannot have previously had a membership with Settlers best Credit Union.
  • The existing member and referred member must be 18 years or older to have an individual checking account.
  • The existing member must be a current member and both members must have an open account in good standing at the time the reward is to be paid.
  • Referrals are only good for 180 days from the time the referral is made.
  • Please allow 2-3 weeks, after completing all requirements of this offer, for delivery of Visa® Virtual Reward.
  • Each Visa Reward amount may be reported to the IRS, state, and local tax authorities if required by applicable law. Recipient is responsible for any federal, state, and/ or local taxes on reward items.
  • A Referrer may receive up to $550 per calendar year for qualified referrals.
  • The referred member may only receive one Visa Reward for completing each offer.
  • In the event that multiple existing members refer the same person, only the first referral registration completed by the referred member will be used by the program

Visa is a registered trademark of Visa, Inc. Visa is not a participant or sponsor of this promotion.

ReferLive Terms and Conditions

Appleton, WI

835 W Northland Avenue
Appleton, WI 54914-3901

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Phone: 920.939.6700
Fax: 920.939.6701
Hours: Monday-Friday
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Madison, WI

8010 Excelsior Drive
Madison, WI 53717-1951

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Phone: 608.842.5050
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Windsor, WI

4021 Meridian Drive
Windsor, WI 53598-9698

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Phone: 608.842.5000
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