Kasasa Cash Back
What cash back rewards do you get with the Kasasa Cash Back account?
4% back on debit card swipes up to $8 every month
What is the minimum opening deposit amount?
$25
How much does bill pay cost?
It's Free
Can you have a Kasasa Saver without having a Kasasa checking account?
No
How old do you have to be to qualify for this account?
50 years or better
What are the qualifications for this account?
12 debit card swipes, 1 ACH debit or credit, e-statements
What rewards do you get on this account for the first $10,000 on this account?
3% APY
What is the highest amount that you can deposit per check through mobile deposit?
$5,000
What is the opening deposit for the Kasasa Saver?
$100
What do you get for free with this account?
Paper statements, cashier checks, and single yellow checks
What amount of overdraft protection does this account come with?
$300 overdraft protection
What rewards do you get on this account for amounts over $10,000 in this account?
0.30% APY
What product links two accounts so you can automatically pull funds from 1 account to another if you overdraw the account plus a $10 fee?
Overdraft Sweeps
What are the qualifications for this account to get the highest rewards?
Meet the qualifications of your Kasasa checking account?
What dollar amount does the primary account holder need to keep within the bank to avoid a $7.50 fee a month?
$2,500
What does FRAN stand for?
Free, Rewards, Ask to qualify, No penalty
When rewards are earned in the Kasasa Cash-saver, do the rewards deposit back into the checking account or the saver account?
Checking account. They sweep into the saver account the next day.
Name at least 3 ways to get checks ordered for a customer.
Deposit Pro, Call Deluxe, Mid-Mo website, Business Referral submission
What rewards do you get with the Kasasa Saver with qualifications are met?
1% APY on the first $50,000 and 0.30$ APY on balances over $50,000
Can golden classic members get free paper statements and e-statements?
No. Only one or the other.
If Kasasa checking accounts want paper statements, what product do they need to sign up for and what is the cost?
Executive Package, $5
If you have a Kasasa Cash and a Kasasa Saver, do you have to link them in field 827?
Do you have to link them in field 827 if a customer request to not have their rewards sweep into their saver?
Yes. They have to link the accounts or they cannot have the saver.
Still yes. They always have to be linked.
What notes & message do you put on an UTMA account?
Message: * (Adult) is custodian of this account*
Note: * (Adult) is the custodian of this account. No other person can make changes or withdrawals.
Note: -- Successor custodian- (other adult's name and DOB)
What rewards do you get if qualifications are not met?
0.05% APY on the entire balance
What is the interest rate on this account?
0.03% APY