Yield Concierge

How much do you plan to deposit into your new account? *

Will you be setting up Direct Deposit? *

Yes

No

How much do you typically receive in Direct Deposits monthly? *

How important is branch access to you? *

Very Important

Somewhat Important

Not Very Important

Not Important at All

Do you like to visually separate your savings into ‘buckets’ for different goals? *

Yes

No

Do you to have the ability to invest from the same app? *

Yes

No

Would you be willing to refer friends if it helps boost your rate? *

Yes

No

How often do you plan to check your interest rates and ‘tweak’ your strategy? *

I’m an optimizer; I’ll move money or refer friends for an extra 0.50%.

I want a great rate that stays competitive without me doing anything.

What is your primary Zip Code? *