Our San Ramon branch has moved to a new location
Our San Ramon Crow Canyon branch has closed and we are excited to announce that our San Ramon City Center branch is now open!
This new larger space located at 6000 Bollinger Canyon Rd offers parking available directly in front, private member service offices, and free and open community workspace including free wifi.
On behalf our San Ramon Valley team, we look forward to seeing you at our new location!
Annual Meeting notice
Our Annual Meeting notice is now posted online. Please read the notice for more information, as well as review our 2021 Meeting Agenda, the most recent Meeting Minutes, our 2020 State of the Credit Union report, and our 2020 Annual Report. Our Annual Meeting message from our CEO is also available to watch.
2020 tax information
It's tax time, and Patelco is here to help. We've made your tax documents available online, partnered with TurboTax to give you a discount and compiled answers to your most popular tax questions.
Find your tax documents in Patelco Online™
Log in to Patelco Online™ and select the ACCOUNTS widget. Select the Statements & Documents tab, and then look in the middle of the page for the Tax Reports tab.
Get your exclusive TurboTax discount
We're also offering our TurboTax discount, exclusively for Patelco members.
Watch our tax webinar
Our guest speaker Timothy Roscoe Carter, a Qualified Tax Expert, hosted our special tax webinar. In the recording, he talks about developments from 2020, including relief programs, unemployment and more. View the recording now on our webinars page.
Beware of calls and texts asking for your Patelco information
Members have recently reported receiving calls and texts, many appearing to come from Patelco’s 800 number. The fraudsters are asking members for personal information such as online banking User IDs and passwords, then stealing money from their accounts. Some of the texts and calls refer to confirming Zelle transactions, which you may or may not have made.
As a reminder, Patelco will never call or text and ask for:
• your online banking User ID
• your online banking password
• your Member Number
• your full card number
• your card PIN, CVV or expiration date
If you receive a call or text asking for any of these, it is a scam. We may call or text to ask you if you have performed a transaction, but we will never ask you to confirm a transaction you didn't make, and we will never ask for any of the information listed above.
If you ever feel uneasy about a call you receive, hang up and call us at 800.358.8228.