Equity Bank — FDIC Insured

Your personal financial roadmap — built in minutes

Answer a few questions about where you are today and where you want to go. We'll build a step-by-step plan with real Equity Bank products, clear milestones, and a check-in schedule to keep you on track.

Build my roadmap → How it works
5 min
Average profile time
70+
Equity Bank locations
3-phase
Personalised roadmap
Free
No cost, no obligation
What you get
Everything you need to move forward
ClearPath combines financial profiling, smart product matching, and a live roadmap — all personalised to your exact situation.
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Personalised roadmap
A phased plan from where you are now to your goal — with real dollar milestones, not generic advice.
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Real Equity Bank products
Every recommendation links directly to the right Equity Bank product for your profile. One click to apply.
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Balance sheet snapshot
Enter your accounts, balances, and debts. See your estimated net worth and get a roadmap built around real numbers.
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Printable report
Download a clean PDF of your roadmap, product recommendations, and next steps to keep or share with your banker.
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Check-in plan
Your banker stays in the loop with an automated schedule of milestone check-ins timed to your roadmap.
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Local banker attribution
Every product you open is credited to your nearest Equity Bank branch and banker — so your relationship stays personal.
How it works
Four steps to your roadmap
1
Answer 20 questions
About your income, savings, debts, goals, and timeline. Takes about 5 minutes.
2
See your roadmap
A personalised 3-phase plan with real dollar milestones and product recommendations.
3
Apply in one click
Every recommended product links directly to the Equity Bank application page.
4
Stay on track
Automatic check-ins at key milestones. Your banker is notified when it's time to reach out.
For Equity Bank bankers
Every profile. Every conversion. Attributed to you.
ClearPath gives every banker a dedicated session code. When a customer opens an account through your link, you get the credit — automatically.
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Assign your banker ID and branch before sharing the tool with a customer
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Zip code auto-matches remote customers to their nearest branch
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Real-time conversion log shows every product application initiated
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Export a CSV of all conversions for your records or CRM upload
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Banker briefing auto-generates a call agenda from the customer's profile
Banker login →
Session example
BankerJessica Reynolds
BranchWichita – East (EB-002)
Session refEB-M5X2K1-A4F7
Profiles completed3
Products initiated5 conversions
Ready to see your roadmap?
It takes 5 minutes. No account required. Your nearest Equity Bank branch is ready when you are.
Build my financial roadmap →
FDIC Insured · Equity Bank · 888-733-5041 · equitybank.com