Open A New Account

Open a New Account
Join Advantis and open an account or apply for a loan online in two simple steps:

1. Apply for and fund your new account(s) now.
2. We’ll call you within 2 business days to verify
    your information and help you get started!

Join Us / Open an Account
Already a Member - Add a New Account
Choose this option if you're an Advantis member and
want to add a new account under your primary
membership. If you need to open an additional
membership, please use the application to the left.
Account questions? Please call us at 503-785-2528.

Add a New Account

A few things you’ll need for your application
To make this a quick and easy process, please have the following ready:
  • Social security or ITIN number
  • Drivers License, State ID or USA Passport ID number
  • Routing and account numbers if you plan to fund your new accounts by electronic transfer from
    another financial institution
  • Joint owner, if there will be another person on your accounts they should be present to enter and
    validate personal information

Opening an IRA or HSA account?  Please visit our IRA and HSA Center.  If you have questions about opening a deferred compensation or 457b retirement account, please visit a branch or call us at 503-785-2528.

Opening an account for a minor, a trust, or your business? Please visit a branch or call us at 503-785-2528.