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Royal Advisor Guide

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What Is Royal’s Advisor Guide?

Royal’s Advisor Guide is a free, self-service tool that anyone can use to assess their financial needs. The Advisor Guide provides personalized recommendations for accounts and services that can help you reach your financial goals.

The Advisor Guide can make recommendations for the following accounts and services:

  • Checking & Savings Accounts
  • Certificates & Money Markets
  • IRAs & HSAs
  • Home Loans & Home Equity Lines of Credit
  • Auto & Recreational Loans
  • Student Loans
  • Personal Loans & Lines of Credit
  • Debt Consolidation
  • Financial Education & Resources

Who Can Use The Advisor Guide?

The Advisor Guide can make recommendations for every age and stage of life! Whether you’re looking to open a checking account, save for retirement, get your first credit card, or learn more about home loans, the Advisor Guide can help give you confidence in choosing the right account for your financial needs.

How Does The Advisor Guide Work?

The Advisor Guide asks a series of questions to understand your age, current money habits, and financial goals to make personalized account and service recommendations. After the Advisor Guide recommends the best accounts and/or services for you, you can open accounts online or schedule an appointment at one of our offices to meet with a Member Account Representative to discuss your options further.


Get Recommendations With Royal’s Advisor Guide

See what accounts and services can help you reach your financial goals.

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