Learn More About Gold Card Membership Eligibility

The CapitalPoint Financial Gold Card Membership is an exclusive program designed for clients who have a significant financial relationship with our firm and can benefit from a heightened level of personalized service and access. Eligibility for this premium membership is based on a combination of factors reflecting the depth and breadth of your engagement with CapitalPoint Financial.

While the specific criteria may be subject to review and can be discussed in detail with one of our representatives, key considerations for Gold Card Membership eligibility typically include:

• Minimum Asset Relationship: Maintaining a qualifying level of combined assets across your CapitalPoint Financial accounts. This may include assets held in investment accounts (brokerage, retirement), deposit accounts (checking, savings, money market), and potentially other financial products with us.

• Utilization of Services: Engaging with CapitalPoint Financial across multiple service areas, such as a combination of our advisory services, banking solutions, and potentially outstanding loan or financing products.

• Account Type Holdings: Holding specific types of premium banking or investment accounts that are designated as qualifying accounts for the Gold Card program.

• Financial Activity: Demonstrating a certain level of annual financial activity through your CapitalPoint Financial accounts.