Crestwealthfinance || Frequently Asked Questions

Frequently Asked Questions

Find answers to your queries about our service.

What is the minimum balance?

There is no minimum balance for all account types.
What should I do if my account is suspended?

For your security, we may suspend your access to Crestwealthfinance Online. To regain access, you’ll need to contact us.
How do I change my password?

Sign on, and access Change Password from the menu. Create a unique (not used anywhere else) password. We recommend you memorize your password rather than writing it down.
How can I start working with a financial advisor?

If you are interested in investing with Crestwealthfinance Advisors, contact us to schedule a consultation.
How long does it take to receive a credit decision on my loan application?

You could have a quick credit decision, typically the same day. For most applications, you can track your application status online if you share your email address with us at the time of application. We'll send you an email telling you how.

How do I report suspected fraud?

If you suspect fraud on your account or you lost your credit card, contact us immediately.
How can I protect myself from fraud?

Learn how to recognize common scams and cyber threats to help protect your account and personal information.
How does Crestwealthfinance help protect me from fraud?

We are consistently enhancing our security measures and identifying new and emerging threats to help keep your accounts and information secure.
How do I order checks?

You can order checks by contacting us via livechat or through email <requests@crestwealthfinance>
How do I close my account?
We appreciate your business, but if you choose to close your account we can assist you with it.

You may request to close your account anytime. We can close most accounts immediately when:
- The account has a positive or zero balance.
- All deposits, outstanding and pending items are posted.