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The Veteran Alliance
The INDOC — Your Onboarding to the Alliance

Join The Alliance.

Whether you're here to join our team, join as a personal banking member, or bring your business — pick your door below and we'll take it from there.

<1 min
Account Creation
7
INDOC Stages
30 min
Free Consultation
1
Personal Banker

What you're joining

Not a loyalty program. Not a mailing list. A working relationship.

One dedicated banker

A veteran, matched to you, who owns your entire financial picture — banking, loans, insurance, planning, business. One person. One number to text.

A milestone-based plan

Built in your first sessions, working backward from your goals — the house in 18 months, the debt gone in 24, the business launched, the retirement date circled.

Anticipatory service

Your banker doesn't wait for you to call. They're watching your plan and your world — rate moves, coverage gaps, life events — and they reach out first.

Execution, not just advice

Anyone can tell you to refinance. Your banker can actually do it — open the accounts, run the loan, bind the policy, file the claim, book the specialist.

Member pricing

Discounted rates and pricing wherever we control the product — insurance, protection plans, processing, and more.

Zero fees. Ever.

Membership costs nothing, today and always. No monthly fee, no annual fee, no “premium tier” upsell.

A dedicated veteran banker

One point of contact for everything, for the life of the membership.

The INDOC and a milestone plan

A real financial plan, built around your goals, kept current.

Anticipatory outreach

Your banker contacts you when something matters: a refinance window, a coverage gap, a milestone coming due.

Members-only banking

Checking, high-yield savings, and cards you can't get without joining.

Member pricing

Discounted rates wherever we control the product: insurance, protection plans, merchant services, and more.

Execution power

A team with the tools to actually do the work: originate the loan, bind the policy, process the claim, open the account.

The full platform

Mortgages, business lending, insurance, warranties, wealth, family office — all coordinated through your banker.

Education first

Webinars, calculators, and guides so you understand every move before you make it. No surprises, by design.

The 7 Stages

How the INDOC works

Free to start. No application. No commitment. A veteran answers the phone, and you have full access in 7–10 business days.

01
Initial Contact

You reach out. We confirm receipt within 24 hours and schedule your free 30-minute INDOC consultation.

02
INDOC Consultation

30 minutes with a veteran team member. We learn your situation and assign your Personal Banker.

03
Personal Banker Assigned

You're introduced to your dedicated Personal Banker — your single point of contact for everything.

04
Account Setup

Banking accounts established — checking, reserve savings, growth account, and one tied to your goals.

05
Product Assessment

Your banker maps the full picture: VA eligibility, insurance gaps, business needs, investment goals.

06
First Actions

First products activated — mortgage pre-approval, insurance review, business account if applicable.

07
Full Access

You're a full Alliance member. One banker, all products, a relationship that survives PCS and deployments.

Ready to join the Alliance?
Free, fast, and it comes with a human.

A few minutes now. A dedicated banker, an INDOC session, and a real plan next.

Free · No card · Comes with a human

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