Joining is simple — and it starts with you. Become a member today and experience guidance that’s personal, local, and built around what matters most

Who can join Allegacy?

Many North Carolinians are eligible to join Allegacy — including family and household members, and those connected to the communities we serve. As a member, you can also refer family and friends to experience the same personal guidance and value you enjoy. Referred individuals simply choose an eligible affiliation and complete an application. We’re here to make it easy to see if you qualify — and to welcome you in. 

Image
Older couple running along the beach

Community members

You are eligible to open an Allegacy account if you live, work, worship or attend school in designated communities.

Image
Husband and wife pushing their toddler in a stroller and walking around the neighborhood

Family and household members

If you bank with Allegacy, so can your family — your spouse, children or stepchildren, siblings, parents and step-parents, grandparents and grandchildren — as well as members of your household, even if they’re not related to you.

Image
three seated men discussing at work

Company members & Select Employee Groups

You’re eligible to join Allegacy if you’re an employee or retiree of an eligible company. SEGs are eligible to offer an Allegacy membership as part of their benefits package. 

Not sure if your company is eligible? 

Image

Association members

You may be eligible for membership through the American Consumer Council (ACC) if you live in North Carolina. The ACC is a nonprofit advocacy group established in 1987 to protect consumers. Visit ACC to enroll.

See what makes Allegacy Financial different

There’s a difference between having an account and having a financial partner. At Allegacy, we believe roots and relationships matter. See how we bring personal guidance, local commitment, and full-service support together — so you can move forward with confidence.

Woman shaking hands with a man and woman

Member perks that go beyond banking

Biltmore Estate | Asheville, NC

Enjoy discounted admission to America’s largest home — simply visit the Biltmore website to purchase reduced-rate tickets and plan your next mountain getaway.

Great Wolf Lodge | Concord, NC

Make a splash with 20% off the best available rates, including full waterpark access during your stay, at Concord, NC location.

TicketsatWork | Nationwide

Unlock exclusive savings on hotels, Broadway shows, theme parks, movie tickets, shopping, and more.

Tweetsie Railroad | Blowing Rock, NC

Create your own Wild West adventure on a historic steam locomotive with special member pricing.

Wet ’n Wild Emerald Pointe | Greensboro, NC

Cool off and save over 40% on daily admission to this waterpark.

Edible Arrangements

Celebrate life’s sweet moments with 15% off dipped fruit boxes and arrangements.

Become a Select Employee Group (SEG)

Offer your team access to Allegacy Financial membership — with meaningful benefits for both your employees and your organization. From financial wellness resources and exclusive member perks to dedicated employer support, becoming a Select Employee Group is a simple way to strengthen your workplace and invest in your people.

Our impact stays close to home

From financial education and local partnerships to volunteerism and philanthropy, we focus on strengthening the places where our members live, work, and build their lives—today and for generations to come.

$168K+
contributed to cancer charities in 2025
5,926
hours volunteering and providing financial education across communities
$766k+
reinvested in the community through sponsorships and grants in 2025