Get Started with CheckWise

CheckWise Instructions

Returning CheckWise clients: Login to complete your course.

New CheckWise clients, please follow the steps below:
Step 1: Read the CheckWise Disclosure letter below.
Step 2: Click here to register and make your payment.
After you register and pay, you will receive your confirmation number, user ID, password, and the link to the CheckWise course.
IMPORTANT: Please write this information down. You will need this when you begin the course.
Step 3: Begin the course. You do not have to complete the course all at one time. You can stop and return a later date if needed, however, you will need to remember your user ID and password.
Step 4: Print your certificate of completion at the end of the course.
If you need help, please call a ClearPoint support representative at 877.261.8738 or start a Live Chat now.
Also, take a look at the list of CheckWise Partners.

CheckWise Disclosure Letter

Welcome! We understand that you are here because you either want more information about opening a checking account or you are trying to re-open an account after being placed on ChexSystems. Please read the following disclosures before you begin:

  • Completion of this course does not guarantee that you will be able to open an account with a financial institution. Please confirm your financial institution’s policy prior to paying for and taking this course.
  • Our fee is $25.00 per person if the course is delivered online, or $50.00 per person if the course is delivered in person.
  • Our counselors are certified by the National Foundation for Credit Counseling.
  • ClearPoint does not pay or receive referral fees of any kind.
  • ClearPoint is obligated to provide you with a printable CheckWise Certificate after we have confirmed your completion of the course.
  • ClearPoint will not disclose your personally identifiable information unless it is directed and authorized by you or as required by law, such as in response to a subpoena.
  • ClearPoint may compile aggregate information that you provide, but this information will not be disclosed in a manner that would personally identify you.
  • ClearPoint will not disclose your attendance of this seminar to any credit-reporting agency.

By making your payment you certify that you have read and understand the disclosures made above. If you need clarification or more information, please call ClearPoint at 800.251.2227 before you pay for and complete this program.