CD Types
How many types of CD's are there & what are the names?
3 types
1. Featured
2. Fixed Term
3. Flexible
Define 'Maturity Date'
End of CD term
This type has available term options starting from 7 months up to 37 months
Featured CD
Path: Featured CD or IRA Account Product - Personal Accounts Job Aid
When I automatically renew, my term length stays the same.
Fixed Term CD
Path: Fixed Term CD or IRA Account - Personal Accounts
For a future dated renewal, & product code '210' is being entered, what is the cd type & term?
Fixed Term (6-11month term)
Path: - Submit a CD or IRA Simplified Service Request
- CD/IRA Product and Plan Codes Job Aid