Checking Account
What PRO number would you access to Open a New Account
What is PRO19389
What is the minimum deposit for a Performance First account?
$10,000
What PRO number would you access to Open a New CD Account
PRO33607
What tab does the member select to open a new account
Products
The USAA Classic checking provides a $15 rebate for non-USAA ATMs used. How many non-USAA ATMs can the member use before being subject to a fee.
What is 10
What is the APY for a basic savings account with a balance of $2,500
If a member is CAD code, can the member open a CD?
No
Where can the member select to transfer funds
My tools > Transfer between accounts
MyUsaa > I want to > transfer
What information should be verified prior to opening checking/savings application?
Name, DOB, SSN, Citizenship, Mailing/Physical Address, Email and Professional information
What is the minimum age for a Checking or Savings account
18 years old
What 3 are the 3 kinds of CDs
Fixed
Adjustbale
Variable
Transfer between accounts (internal or external)
Zelle
What is the exception for opening a USAA Checking/Savings account prior to the age of 18?
Requested by an individual within 45 days of their birthday to qualify for an account and is an Academy appointee, enlistee being sworn to service, or departing to the Military Entrance Processing Station(MEPS) for basic training and they are under the age of 18
What is the interest rate for a PFS account with a balance of $100,000
1.02%
Prior to discussing any interest rates, what disclosure must be read verbatim
"Some USAA deposit accounts are interest-bearing accounts. Any interest rates provided are annual percentage yields, or APYs."
Who can sign a signature card and W9 form electronically?
Primary member
Prior to discussing any interest rates, what disclosure must be read verbatim
"Some USAA deposit accounts are interest-bearing accounts. Any interest rates provided are annual percentage yields, or APYs."
What is the maximum a PFS account can be funded with
$99,999
When reviewing a member's funding options for a new account, where can the source of funds derive from
An existing USAA Checking/Savings Account
A non-USAA account already set up for funds transfers
What funds can be used to open a new account (excluding CD)
Existing checking, savings or external account