CD

CD Types

100

How many types of CD's are there & what are the names? 

3 types

1. Featured 

2. Fixed Term

3. Flexible 

200

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

300

When I automatically renew, my term length stays the same. 

Fixed Term CD 

Path: Fixed Term CD or IRA Account - Personal Accounts 

400

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 

Terminology

100

Define 'Maturity Date' 

End of CD term