Lippert
1st Source welcomes
Our enrichment program offers you the following:
KNOW Financial Wellness Index
Know your financial wellbeing score by taking this survey to see how satisfied you’re with your financial situation
Know your financial wellbeing score by taking this survey to see how satisfied you’re with your financial situation
Online Financial Education
Learn through your company's online education portal everything you want to know from managing debt, to buying a home
Learn through your company's online education portal everything you want to know from managing debt, to buying a home
ENGAGE On-site Financial Education
One of our Financial Wellness Coaches will visit your company on-site to provide guidance and training in all matters money.
Financial Wellness Coach
Your certified 1st Source Financial Wellness coach will respond to your personal questions and guide you on your financial journey. Fill out this form and we will contact you to get started!
Your certified 1st Source Financial Wellness coach will respond to your personal questions and guide you on your financial journey. Fill out this form and we will contact you to get started!
ACHIEVE Financial Wellness Solutions
- Small Dollar Loan to help with unexpected expenses
- Financial Services to improve your financial wellbeing
A promotion to get you started!
Click here for a little something to get you on the right path with a 1st Source Bank account.
Click here for a little something to get you on the right path with a 1st Source Bank account.
Meet your coach!
Luis is Vice President in charge of Financial Education for 1st Source Bank and has worked for the bank since 2006 helping individuals achieve financial security, build wealth and realize their dreams. You can reach Luis at (574) 271-5231 or at ZapataL@1stsource.com
Sign up for a personalized coaching session
Upcoming Events
There are no events scheduled at this time. Please check back soon for updates!
Receive a $150 Gift Card by completing the following:
- Print out this flyer and bring it to any branch to open either a 1st Source Easy Banking Club or a Cubs 1st Club personal checking account by December 31, 2020.
- Deposit $25 or more at account opening
- Set up and make one ACH direct deposit of at least $250 within 65 days of account opening
- Use your Resource Plus® Mastercard debit card to make 5 point-of-sale purchase transactions. Excludes recurring payments. Transactions must post to account within 65 days of account opening.
- See additional information and restrictions below.
Additional Information & Restrictions: As of 12/2/19, the Annual Percentage Yield for these accounts is 0.02%. Rates are variable and
subject to change. Fees may reduce account earnings. Current 1st Source personal checking customers are not eligible for this offer. The gift
card will be mailed to the client at the address of record for the account within 60 days of all requirements being met. Accounts are subject
to approval. Accounts titled as Irrevocable Trusts, Estate, Non-individual, and HSAs are not eligible for this offer. The value of the reward is
taxable income to you and may be reported on an IRS Form 1099. Offer may not be combined with any other offer. Employees of 1st Source
Bank or its subsidiaries are not eligible for this offer. Closing of this account within 180 days of opening will result in a $25 fee. 1st Source
Bank reserves the right to withdraw or modify this offer at any time.