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14 approved stories
Three records worth saving when you open an account
Banking life

Three records worth saving when you open an account

The first useful record is the account agreement. Save the version supplied when you open the account, along with the fee schedule. A marketing page can change or disappear. The agreement gives you a better starting point when you need to…

The first month matters more than the opening bonus
Banking life

The first month matters more than the opening bonus

Opening an account is a short task. Learning how it behaves takes longer. For a first checking account, a useful starting point is a list of the things you expect it to do: receive pay, settle bills, provide cash and keep a clear record of…