Financial Services at Your Service

Yale Advantages offers employees access to several partners with information on financing a home, banking services and tax preparation.

Financing a Home

Buying a new home, refinancing or need access to your home equity now? Get assistance on the entire loan process with oversight from knowledgeable home mortgage consultants and receive competitive rates.

Banking Services

Manage your money and reap the rewards. From auto and home financing to college loans and online banking,
Yale Advantages has a variety of finance offerings to help you make the most of your money.

Tax Services

Have questions about or need help with tax preparation? Receive discounts on tax preparation services that specialize in getting the most back from your tax returns.

How to find Yale Advantages Discounts

To get started saving today, browse the full list of discounts, including the financial services listed above. Here’s how:

  • Click on Workday
  • Click on the Benefits worklet
  • See External Links

2) Click on View My Yale Advantages Benefits located in the My Health & Insurance section on the left side of the page.

3) Search the site by entering a specific item of interest or explore by clicking on the various buttons and logos.

Feel free to check out the Yale Advantages website often as new discounts are regularly added to the list.

To speak to a Yale Advantages Consumer Advisor, call (866) 396-5483.

Note: Your participation in the services and discount programs offered here is completely voluntary. Yale University neither promotes nor endorses one product over another.