Customer Groups
This customer group is automatically enrolled in tier plus and has unlimited cashier's checks, personal money orders, stop payment fees and paper statement fees.
What is Military
Name the 3 ways you can waive the monthly maintenance fee on a smartly?
Combined monthly DD of $1,000
Average ACB of $1,500
U.S. Bank credit card presence
What is the monthly maintenance fee on the smartly?
What is 6.95
Our clients receive how many free trades per calendar year with our self-directed brokerage account?
What is 100
What is the monthly maintenance fee?
What is 4.95
Waiver of monthly maintenance fee on Bank Smartly
Waive paper statement fee
Waive for paper statement with check images
50% off annual safe deposit box rental fee
50% discount on initial box of personal checks
This tier gets you complimentary financial planning discussions with our wealth banker.
What is Pinnacle
This is the cost of a paper statement fee with a smartly.
What is 2.00
This is the discount % and amount our clients receive for first mortgage closing costs.
What is .25% up to a maximum of $1,000
How can the maintenance fee be waived?
what is IT CANNOT
Automatic minimum tier of Primary
ATM transaction fees waived on first four Non- U.S. bank ATM transactions per statement period
Waiver of Monthly Maintenance fee on all new U.S. bank elite money market accounts, for 12 months
What is Alliance (state farm)
This is the age of the young adult group
What is 18-24
How many ATM fees are reimbursed for employees per statement period?
What is 4
What is the standard savings interest rate lift for primary, plus, and premium/pinnacle
What is 5%, 10%, 15%
How much are U.S. Bank ATM fees?
What is 0.00
Waiver of monthly maintenance fee on U.S. bank smartly checking
ATM transaction fees waived on first four non-U.S. bank ATM transactions per statement period
Two incoming international wire transfer fees waived per bank smartly checking period
Waiver of monthly maintenance fee on new U.S. bank standard savings accounts, for 6 months
What is Young Adult (ages 18-24)
These tiers get free photocopies of their statements
What is Premium and Pinnacle
What type of fee is forgiven for all groups of smart checking?
What is The overdraft fee forgiven
These 2 tiers receive 50% discount on checks now and for re-orders.
What is Premium and Pinnacle
What is the cost of a paper statement fee?
What is No paper statement fee
What is None, Safe Debit account is not eligible
These tiers are not eligible for wire transfers fees to be waived.
What is primary and plus
Which tier pays a fee on standard savings and elite money market accounts?
What is Primary
What tiers receive complimentary financial planning with the wealth management advisory center?
What is Premium
How many checks do you receive at account opening? and what do OD fees costs?
No checks, no OD fees