Take greater control of your investments with this simple feature designed to manage your certificates upon maturity. Choose to automatically renew your certificate for another term or have it close when it matures and transfer the funds to another account of your choice. Is your certificate nearing maturity? During the grace period, you can also update your current term with ease!
Understanding the Maturity Options
Renew
The certificate will renew under new or existing terms, with interest rates determined at maturity.
Transfer
The certificate will close once the certificate matures and all funds will transfer to the selected Maturity Account. This account must remain open for funds to transfer.
Edit Maturity Options
- Navigate to the Maturity Options tab where a summary of the certificate’s current selections are displayed.
- Locate the pencil icon
next to Maturity Option and Maturity Account. Make the desired changes by selecting the option from the dropdown list. If a pencil icon is also next to Certificate, you may also make changes to the current certificate term.
- Once all changes have been selected, check the box to accept the disclosure before clicking Save Changes.
Need more help with this?
Contact Us For More Help