Financial Wellness Program for companies, where employees get access to discounts, advice, tools, and programs as part of the company's benefits.
Select according to what applies to you.
Discover other benefits by identifying the following options.
Financial planning8 is a dynamic and ongoing process that considers all aspects and stages of your life. Our services include a detailed evaluation of your current financial situation through Retirement Snap9.
Popular Risk Services offers you a free, personalized analysis that considers and identifies personal, legal, environmental, and financial risks. This benefit allows you to review your current personal or commercial policies, ensure you have the right coverage, and design an insurance program tailored to your needs.
The team of experts at Popular Securities combines their knowledge with a wide range of services designed to guide you in achieving your financial goals, by evaluating your assets an creating personalized investment strategies based on your profile and life stage.
Use this interactive form to get your finances in order and figure out your monthly budget.
Give your employees access to valuable information through educational visits, activities and workshops. Our team of trained professionals is ready to guide them, in-person or virtually, at no charge.
These workshops teach how to manage personal finances effectively, from saving and planning to understanding debt management and credit reports, through specific methodologies such as SMART, and understanding how emotions and behavior can influence financial decisions.
Available workshops:
Participants learn about retirement planning, including Social Security, Medicare, investment strategies, and making informed decisions to ensure financial well-being while managing emotions and staying up to date with recent market events.
Available workshops:
Available workshops:
These workshops provide guidance on identity theft, social engineering, the importance of protecting passwords, preventing insider threats, and cyber threats on mobile devices.
Available workshops:
The Popular at Work program is free of charge for both the employer and their employees.
The workshops we offer are free of charge.
There is no limit to the number of workshops that can be coordinated. You may choose one or all topics from the Educational Program, subject to resource availability.
Cuenta Popular: Product offered by Banco Popular de Puerto Rico. Member FDIC. To open a deposit account, you will need an acceptable identification, a Social Security card (if you are a new customer), evidence of a recent pay stub, or a work ID is required. After 6 months, a monthly service fee of $5 will apply if the daily balance is less than $250 during the monthly cycle, or $3 if the daily balance is $250 or more during the monthly cycle.
Multicuenta: Product offered by Banco Popular de Puerto Rico. Member FDIC. To open a deposit account, you will need an acceptable identification, a Social Security card (if you are a new customer), evidence of a recent pay stub, or a work ID is required. After 6 months, a monthly service fee of $8 will apply if you do not maintain one of the following: a daily balance of $500 or more in the checking section or $1,000 or more in the savings section every day of the monthly cycle. A combined balance of $10,000 or more in Individual Retirement Accounts (IRAs) and Certificates of Deposit (CDs) or $25,000 or more in the CIMA Account.
Direct Deposit: Service of Banco Popular de Puerto Rico by which your paycheck, pension or social security check is automatically deposited into your bank account. For more information, visit www.popular.com/en/services/direct-deposit/.
Credit Cards offered by Banco Popular de Puerto Rico. Member FDIC. Subject to credit approval. Certain restrictions apply. For more information about our cards, visit www.popular.com/tarjetas/.
Product offered by Banco Popular de Puerto Rico. Member FDIC. Subject to credit approval and compliance with Banco Popular's established parameters. For information on available rates, visit www.popular.com/prestamos-personales or call 1.888.724.3653. The APR will be determined based on your credit history and the term you choose. Discount available for unsecured loans: 0.50% when you opt for Direct Payment. Other discounts do not apply. Option to start paying your loan up to 90 days after disbursement. However, this does not constitute a waiver of the interest accrued during this period. If the applicant is a covered borrower as defined by the Military Lending Act, the availability of this option is subject to the provisions of that law. Example: A $15,000 loan for 72 months at 16.24% APR, after an applicable discount of .50% for accepting Direct Payment, would result in 72 monthly payments of $327.36. Certain conditions and restrictions apply.
Product offered by Banco Popular de Puerto Rico. Member FDIC. Subject to credit approval. Certain restrictions apply. Offers are valid until December 31, 2025. Offers cannot be combined with any other offer and/or discount. Lease discount applies to the first payment on amounts financed from $35,000. Auto loan discount applies to the first payment on amounts financed from $20,000. The lease or auto loan discount must be requested at the time of submitting your application with Popular Auto.
Mortgage product offered by Banco Popular de Puerto Rico. Member FDIC. Popular Mortgage is a division of Banco Popular de Puerto Rico. Subject to credit approval. The discount on the appraisal price will be credited at closing, up to a maximum of $250. Applies to loans requested no later than December 31, 2025, and does not apply in conjunction with other offers. OCIF Lic. B-1. Equal Housing Lender.
The financial plan involves a cost, which may vary depending on the plan. The suggestions and recommendations included in the client's financial plan are offered as financial guidance and without guarantees regarding the performance or outcome of any insurance or investment product that may be purchased according to these recommendations. Banco Popular de Puerto Rico, its subsidiaries, and affiliates do not provide legal, accounting, or tax advisory services. If you require legal, accounting, or tax advisory services, you should consult with a professional specialized in these areas.
The financial plan involves a cost, which may vary depending on the scope of the analysis contracted. The suggestions and recommendations included in the client's financial plan are offered as financial guidance and without guarantee regarding the performance or outcome of any insurance or investment product that may be acquired according to these recommendations. Banco Popular de Puerto Rico, its subsidiaries, and affiliates do not provide legal, accounting, or tax advisory services. If you require legal, accounting, or tax advisory services, you should consult with a professional specialized in these areas. The investment products available through retirement plans are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico or its subsidiaries and/or affiliates. Investment products involve risks, including the possible loss of the invested principal.
Insurance products and services are offered by Popular Risk Services LLC, a subsidiary of Popular, Inc. and affiliate of Banco Popular de Puerto Rico. Insurance products are not deposits, are not insured by the FDIC or other federal government agencies, are not guaranteed by the bank and may lose value.
Investment products and services are offered by Popular Securities LLC, "registered broker dealer," a member of FINRA and SIPC. Investment advisory services are provided through Popular Securities, LLC., a registered investment adviser with the SEC. Popular Securities, LLC is a subsidiary of Popular, Inc. and is affiliated with Banco Popular de Puerto Rico. Popular Inc. and Banco Popular de Puerto Rico are not registered broker/dealers nor registered investment advisers. Investment products are not insured by the FDIC; are not deposits or obligations of the bank; are not guaranteed by the bank or its subsidiaries and/or affiliates; they involve risk and may lose value, including the loss of the principal invested. Banco Popular de Puerto Rico and/or its subsidiaries and affiliates do not provide legal, accounting, or tax advisory services. If you require legal, accounting, or tax advisory services, you should seek the services of a competent professional.
Banco Popular de Puerto Rico and/or its subsidiaries and affiliates do not provide legal, accounting, or tax advisory services. If you require legal, accounting, or tax advisory services, you should seek the services of a competent professional. Investment products are not insured by the FDIC, are not deposits or obligations of, nor are they guaranteed by Banco Popular de Puerto Rico, its affiliates, and/or subsidiaries; they involve risk and may lose value, including the loss of the principal invested.
