Where can we view direct deposit history?
Age range of those considered to be under the category of teens for a teen account?
13-17
By using their build card on the following:
Grocery, Restaurants and Fast Food.
_________ allow users to store money outside of their main Spending Balance.
Savings Pods
Funding a Current account with cash
via participating stores
CASH Deposit
In what scenario do we need to escalate to HQ for missing ACH?
For a deposit that has been missing for more than two full business days.
Who can open a Teen Account?
Any adult 18+ or a Primary account owner
Accepted Checks
Payroll, Personal and Government
Members can create up to __ separate Savings Pods.
3
____ is what users need to present to cashiers for cash deposit.
Barcode
A customer contacts us regarding a deposit they haven't received and it has not yet hit their account and there is no history on prima as well. what do we advise the customer
That as soon as we receive the funds we will release it immediately.
What role would the TEEN account be?
Authorized/Designated
Instant settlement is ___ and depends on multiple factors
not guaranteed
With _________, Current automatically adds a bonus percentage of up to 4% on balances up to $2,000 per Savings Pod.
Current Boost
All limits for Cash Deposit
500 per transaction
1000 Daily
10,000 Monthly
it may take _____________ for your deposit to change, regardless of how you initiated the switch.
2 pay cycles
KYC
When will my check clear?
3–5 business days
To qualify for current boost users needs to?
Receive a qualifying direct deposit of $200 or more every 35 days.
How to check cash deposits on Prima?
History > Transactions Filter > Categories > Deposit > Cash Vanilla
If a customer deposited $450.00 01/16/2026 03:55 PM EST. Will it be posted same day?
Sheena is 17 years old and her birthday is December 11, 2015, but she mistakenly signed up with the year 2005 instead, making her an adult of legal age.
Remove phone number from the account
Revoke access/log out of all sessions
Advise the teen to start the signup process over again using a different email address and with their correct birthday
Current offer banking services through?
Choice Financial Group
Cross River Bank
_________________ is an optional savings feature that helps users automate their savings.
Round Ups
I was able to deposit cash to my account (parent) but my teen couldn’t.
Teen accounts are not eligible for cash deposit.