Get the Latest Merger Information

Better Together with SchoolsFirst FCU 

Our merger date with SchoolsFirst FCU has been confirmed for September 01, 2021.

What’s Happening Now?

Your Cal Poly FCU team has been working closely with SchoolsFirst FCU’s team to  prepare for our upcoming merger on September 1, 2021.  We are in the thick of data conversion testing and we are all thrilled with the testing results.  We look forward to a smooth transition to SchoolsFirst FCU.

We are directing any new member applications to SchoolsFirst FCU.  You can view SchoolsFirst FCU’s membership eligibility.

What to Expect Before the Merger?

Continue banking as usual with Cal Poly FCU.  In August, you  will receive a Membership Guide from SchoolsFirst FCU.  The guide will contain valuable information regarding your new SchoolsFirst account/s.

  • New Share ID and Account number
  • Information on SchoolsFirst branch locations and Member Contact Center
  • Instructions to create your online/mobile banking access
  • In a separate mailings, you will receive new SchoolsFirst FCU debit/credit card to replace your existing Cal Poly card/s
  • In a separate mailing, you will receive change in account terms, if applicable

To ensure you receive your Membership Guide and replacement cards, please verify that we have your current mailing address.  You can verify your account information within mobile or home banking, under Info Center, Personal Information. Or give us a call at  909.869.6800 and we can assist you.

While we know you are excited to experience the SchoolsFirst FCU’s branch network you won’t be able to transact at the branches until the merger date of September 1, 2021.

If you have questions on the merger, prior to September, please reach out to your Cal Poly team and we can address any of your concerns.

Thank you

We thank our membership for the privilege of being your financial institution. We are very humbled and look forward to serving you as SchoolsFirst FCU.

Please feel free to contact us at 909.869.6800 or staff@calpolyfcu.org with any questions.

What are some of the benefits to the merger with SchoolsFirst FCU?

  • 66 branch locations
  • Saturday banking hours
  • Member Contact Center
  • Lower fees
  • Better rates on savings
  • Greater offerings for mortgage loans

Frequently Asked Questions

Please visit our Frequently Asked Questions (FAQ) page for more detailed information on how the merger will impact your membership.  We will update our FAQ as we move through the merger process.  Please feel free to send us your questions to staff@calpolyfcu.org.

View Important Dates and Next Steps.