Broker Check

Insight Credit Union Team Portal


Monthly Referral Leaderboard

Summarized Referral Report


Select the Branch to Schedule an Appointment using our streamlined scheduling system

Select the call-back option only if the member does not want to commit to a date and time. We will contact the member at our earliest convenience to schedule an appointment.


Who should I refer? Ideal Referral Profile  (PDF)

What's In It for the Referrer? Referral Bonus Program  (PDF)

Who is my Advisor? Advisor Branch Assignment (PDF)

How do I schedule an Appt? Streamlined Scheduling Instructions (PDF)


Training - Referral Quick Reference (PDF)

Training - Savers vs Investors (PDF)

Training - It's all About Relationships (PDF)

Training - Know your IRA Options (PDF)