Travis Credit Union review: Northern California bank with free checking and money market accounts

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All members must open a Prime Savings Account with at least $5, and pay a one-time $5 membership fee.

The bottom line: Travis Credit Union is a good option if you live in Northern California and prioritize banking with a local financial institution. Its strongest products are its checking and money market accounts.

Overall credit union rating

FeatureInsider rating (out of 5)Savings3.5Checking4CD4Money market account4.25Trustworthiness5Total4

Pros and cons

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ProsCons

Certified as a community development financial institution, so it primarily serves low-income and disadvantaged communities

No monthly service fees for checking or money market accounts

Low minimum opening deposit for most accounts

Solid CD rates compared to other brick-and-mortar banks

Credit union branches are only in Northern CaliforniaOnline banks may offer higher interest rates for savings accounts and CDsMay have to pay $9 quarterly service fee for savings account if you don’t maintain your account balancesInterest compounds monthly, not daily

Prime Savings Account

All members must open the Prime Savings Account. Take note you’ll need to maintain at least $100 across savings, money market, checking, and certificates, or you’ll have to pay a $9 quarterly service fee.

However, you’ll be able to waive the fee regardless of your account balance if you receive direct deposits of $500 or more monthly, or make at least three transactions of $10 or more each month from your checking account.

Free Checking

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Free Checking is an overall solid checking account. It doesn’t charge monthly service fees, and there aren’t any minimum balance requirements.

You can also avoid overdraft fees if you get overdraft protection by linking your checking account to a savings account. However, keep in mind there’s a $5 overdraft protection transfer fee if you utilize overdraft protection.

Standard Certificates

Standard Certificates have low minimum opening deposits and standard-to-low early withdrawal penalties. There are certificate specials for 11-month and 15-month share certificates, which offer a much higher interest rate than the average CD

Jumpstart Money Market Account

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The Jumpstart Money Market Account is a unique reverse-tiered money market account. It might be a good option depending on how much you usually keep in an account.

With a reverse-tiered money market account, you’ll earn a higher interest rate on lower account balances. Here’s how it works: 

You’ll earn 4.00% APY on the first $1,000 in your accountYou’ll earn 1.75% APY on account balances between $1,000.01 and $3,000You’ll earn 0.75% APY on account balances between $3,000.01 and $5,000

You won’t earn any interest on account balances over $5,000. You’ll also only be able to deposit new money in a Jumpstart Money Market Account. This means money that hasn’t been deposited into another Travis Credit Union account.

How Travis Credit Union works

Travis Credit Union is a community development financial institution (CDFI) with 24 active branches in Northern California. It’s part of the CO-OP ATM network, so it has access to over 30,000 ATMs throughout the US.

To contact customer support, call from 8 a.m. to 7 p.m. PT on weekdays or 9 a.m. to 5 p.m. PT on Saturdays.

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The bank’s mobile app is rated 4.6 out of 5 stars in the Google Play store and 4.8 out of 5 stars in the Apple store.

Travis Credit Union is federally insured by the NCUA. Up to $250,000 is safe in an individual bank account, and $500,000 is secure in a joint bank account.

How to join Travis Credit Union

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To become a member of Travis Credit Union, you or a family member must meet one of the following requirements:

You live, work, worship, or go to school in a select county in Northern California (Solano, Yolo, Contra, Costa, Merced, Napa, Alameda, Colusa, Placer, Sacramento, Sano Joaquin, Sonoma, or Stanislaus county)You are military or civilian personnel of Travis Air Force Base

All members must open a Prime Savings Account with at least Prime Savings Account and pay a one-time $5 membership fee. 

The role of community development financial institutions

CDFIs serve low-income and disadvantaged communities. Banks and credit unions have to undergo certification by the US Department of Treasury’s Community Development Financial Institutions Fund and meet specific requirements to address banking barriers.

Travis Credit Union is a Juntos Avanzamos designated credit union. Juntos Avanzamos is an initiative that is dedicated to helping Hispanic and immigrant people find suitable financial products. To receive the designation, financial institutions will need to show it is committed to serving its local community. For example, a financial institution must permit alternative ID forms if you don’t have a US ID. 

You can read more about how Travis Credit Union serves its local community through its 2021 Community Impact Report.

Travis Credit Union trustworthiness and BBB rating

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Travis Credit Union hasn’t been involved in any recent controversies.

We also share ratings from the Better Business Bureau so you may see how an institution addresses customer issues. Travis Credit Union received an A+ rating from the BBB. 

A good BBB rating doesn’t necessarily mean your relationship with the credit union will be perfect, though. Talk to current customers or read online customer reviews to see if a particular financial institution may be suitable.

Travis Credit Union vs. 1st Nor Cal Credit Union

Another financial institution based in Northern California is 1st Nor Cal Credit Union. To become a member of 1st Nor Cal Credit Union, you or a family member live, work, go to school, or worship in Contra Costa, Solano, or Alameda counties. All members must open a savings account with at least $5.

Both banks pay low interest rates on their regular savings accounts. However, you’ll earn 0.15% APY with Travis Credit union if you maintain more than $10,000 in your account, which is more than Golden 1 Credit Union offers.

If you’d like to open a money market account, Travis Credit Union might be more appealing. The minimum opening deposit for the Jumpstart Money Market Account is Jumpstart Money Market Account. At 1st Nor Cal Credit Union, you’ll need an initial deposit of $10,000, which is pretty steep compared to other brick-and-mortar banks. 

Travis Credit Union vs. Golden 1 Credit Union 

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Golden 1 Credit Union is a regional financial institution with numerous branches in Northern California. Golden 1 Credit Union lets you join if you live in California or you are a military service member who resides in California. All members must open a savings account with at least $1. 

If you’re searching for a money market account, you might prefer Travis Credit Union over Golden 1 Credit Union. The Jumpstart Money Market Account has a lower minimum opening deposit than the Golden 1 Credit Union Money Market Account. Travis Credit Union also offers a high interest rate for money market account balances of $5,000 or less.

If you’d like to get a share certificate, both credit unions pay higher interest rates than the average CD. Both banks also have low minimum opening deposits for CDs, so the best for you may ultimately depend on the term you choose.

Frequently asked questions

How do you become a member of Travis Credit Union?

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To become a member of Travis Credit Union, you or a family member must live, work, worship, or go to school in a select county in Northern California. Solano, Yolo, Contra Costa, Merced, Napa, Alameda, Colusa, Placer, Sacramento, Sano Joaquin, Sonoma, or Stanislaus county are all eligible locations. You may also become a member if you are military or civilian personnel of Travis Air Force Base.

How much money do you need to open a bank account at Travis Credit Union?

All members must open a Prime Savings Account with at least Prime Savings Account and pay a one-time $5 membership fee. 

There isn’t a minimum opening deposit required for checking and money market accounts. If you’d like to open a share certificate, you’ll need a minimum of Standard Certificates.

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