Portfolio Investment Account

Portfolio Investment Account

Guaranteed Return
 
Security, liquidity, and a premium interest rate - at 1st Source we've combined all three in our Portfolio Investment Account.
 
With the Portfolio Investment Account, you earn a premium rate that is competitive with money market returns. It's great for short-term or long-term investment needs and your funds are FDIC insured to the maximum allowed.
 
The account features a tiered rate of interest so the higher your balance, the higher your rate. To get the best return, you should maintain a minimum daily balance of $25,000 or more. The Portfolio Investment Account requires a $15,000 opening deposit. Balances below $25,000 are subject to a monthly maintenance fee.
 
 
The Portfolio Checking and the Portfolio Investment accounts are only offered to individuals and trusts. Account opening is subject to credit approval. The Portfolio Account is a tiered, variable-rate account. The rate may change after opening. The Interest Rate and Annual Percentage Yield (APY) can be obtained by contacting a 1st Source banking center or contacting 1st Source Customer Service at 1-800-513-2360. Accounts with balances below the minimum monthly balance that is set forth in the Truth in Savings disclosure are subject to a monthly fee. This fee will reduce earnings on the account.