Preferred Banking
Business Accounts
Personal Accounts
Abbreviations
Misc
100
Minimun combined balance to remain in package #1
What is $5,000
100
Free small business checking plan #
What is 089
100
Edge 50 plan #
What is 77
100
DDA
What is Demand Deposit Account (checking is acceptable)
100
Investors CEO
Who is Kevin Cummings
200
Preferred checking account plan #
What is 179
200
Pertaining to Business Checking: _____free transactions per month
What is 500
200
Monthly fee for online banking
What is zero
200
SAV
Savings
200
Investors COO
Who is Domenick Cama
300
$___ per month credit for foreign atm fees packages 01 & 02
What is $6
300
Minimum to open Business Edge account
What is $100
300
What type of DDA is limited to the number of transactions?
What is a money market
300
HELOC
Home Equity Line of Credit
300
Investors Head Security Officer
Dave Rossnagel
400
Minimun Balance for package 03 to avoid a service charge
What is $25,000
400
What tool does Investors use to offset soft charges on commercial checking accounts?
What is Account Analysis
400
What is the min to open a free checking account?
What is $25
400
IRA
What is Individual Retirement Account
400
Investors Web address
500
Name at least 5 of the accounts types that can be linked to package 04
What is Preferred Checking High Yield Savings Statement Savings Passbook Savings Money Market(s) Certificates of Deposit IRA's
500
Type of business(s) eligible to open a Not-For-Profit business DDA
What is 501C3 ONLY
500
What is the monthly service charge if a passbook savings falls below the minimum balance?
What is $3
500
ODFI & RDFI
What is Originating Deposit Financial Institution & Receiving Deposit Financial Institution
500
4 C's
Community, Cooperation, Commitment, Character