EveryDay Interest Savings

Earn interest on your money and enjoy easy access to your funds.

e-Student Savings

If you’re a student, this digital account is designed for you.

 

Portfolio Savings Account

Earn a premium rate competitive with money market returns.

Holiday Savings

Make a financial plan for the holidays by saving today.

 

Individual Retirement Account (IRA)

A tax-advantaged way to save for your retirement and watch your money grow.

 

Certificates of Deposit (CD)

It’s a low-risk investment with a good return and we have several options.

Everyday Interest

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eStudent Savings*

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Portfolio Savings

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Minimum Deposit to Open Account

No Minimum

No Minimum

$15,000

Monthly Service Charge

$3

$0

$20

Requirements for service fee waiver

The primary accountholder is under 18 years of age. By having at least one (1) direct deposit into the account each month. Maintain a Minimum Daily Balance of at least $300

No Monthly charge for clients 24 or younger if you are currently enrolled in classes.**

Maintain a Minimum Daily Balance of $25,000

Resource Plus ATM Card

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Paper Statement Fee

$0

$3 (No charge for eStatements)

$0

Maximum number of withdrawals per month or statement cycle

No more than 6 ($2 fee after 4)

No more than 6 ($2 fee after 4)

6

Interest Paid

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Tiered Interest to reward higher balances

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*Clients between the ages of 13 and 17 require a parent or legal guardian as a joint account owner.
**Documentation to verify your student eligibility such as a copy of your student ID card, current class schedule, or tuition bill required if you are 25 or older at the time of account opening.

Holiday Savings

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Individual Retirement (IRA) Savings

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Details

No withdrawals or transfers out of the account are allowable throughout the year. Funds are automatically transferred once per year into the client’s primary account most often in October.

Taxes may be deferred on both your contributions and earnings until you begin to take a distribution

Minimum Deposit

$10*

$25**

Monthly Fee

$0

$0

Potential for Tax Deferment

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Earns Interest

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*If the account balance becomes zero ($0.00) and you have not made a deposit within the last 365 calendar days, the account will automatically be closed 

**If minimum balance remains below $25 for 90 consecutive calendar days, account will be closed and a $25 closure fee will be assessed.   

Certificate of Deposit

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Traditional IRA CD

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Roth IRA CD

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Coverdell Savings CD

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Details

A savings product allowing you to choose terms ranging from seven days to ten years.

Taxes may be deferred on both contributions and earnings, until you begin to take distribution.

You pay taxes on the money you contribute. Your distributions, including earnings, may be tax-free.

Save for qualified educational expenses for a designated beneficiary. You pay taxes on the money you contribute. Your distributions including earnings, may be tax-free.

Earns Interest

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Interest Rate Type

Fixed

Fixed

Fixed

Fixed

Fixed Term

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Additional Deposits

No

Only during the Grace period

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Only during the Grace period

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Only during the Grace period

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