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Track online payment history
What is bill pay?
Set up recurring payments
Make transfers
What is Online Banking?
What is Debit/ATM Card?
Funds deposited directly into account electronically
What is Direct Deposit?
View all accounts
Stay organized with paying bills
Know where you're at with your finances
What is Online Banking?
Get notified by email as soon as they are available
What are E-Statements?
Money deposited is tax free
Variable interest rates
Funds never forfeit
What are HSA accounts?
Revolving loan (can be used multiple times as long its paid down to zero)
What is HELOC?
Lower Risk Loan
No conditions on purpose of the loan
What is HELOC?
Easy linked way to pay without debit card
What is Mobile Wallet?
What is money market?
Pay all bills
Remove need for cash or checks
What are E-Statements?
Requires security deposit
Builds credit
What is Credit card?
No penalty for early payoff
What is personal loans?
Issued through First Bank of Omaha
Limit depends on score and history
What is credit cards?
Deposits made to the account on a regular basis are tax deductible, but withdrawals are taxed
What is Traditional IRA?
Must maintain $2500.00 to avoid $10 monthly charge
What is Money Market?
Deposit checks from your home, on weekends, and after banking hours
What is Remote Deposit?
No other non-HDHP coverage
Cannot be enrolled in medicare
What is HSA?
No leverage on any belongings
better option for smaller amounts
What is personal loan?
After age 59.5 you can start making withdrawals and the account starts functioning like a traditional savings.
(Hint: there are two types of these accounts)
What is ROTH IRA?
Only one form needed for tax filing
Cannot be claimed as a dependent on a tax return
What is HSA Account?
Requirements:
Must be employed, have a verifiable W2 form, at least 18 years old, Minimum of $500 to open
What is IRA?
Under 18 is free
Interest may change at anytime
What is Savings/money market?