SBA Preferred Lender


    
    

 

Rates

Updated Weekly: Current as of 05-07-2008

SAVINGS & CHECKING ACCOUNT RATES

Account
Type
Interest Rate
Annual Percentage Yield
Minimum
Deposit
Regular Savings
1.25%
1.26%
$5 to open
Transaction Savings
1.00%
1.00%
$5 to open
Business Savings
1.25%
1.26%
$5 to open
Medical Savings
1.00%
1.00%
$5 to open
Community Savings
1.25%
1.26%
$5 to open
Money Market Checking
(See Tiered Pricing below)
$0.01
- $17,499.99
1.32%
1.33%
$25 to open
$17,500.00
- $49,999.99
1.57%
1.58%
$50,000.00
- $99,999.99
1.87%
1.89%
$100,000.00
and above
2.31%
2.33%
Transfer Money Market
(See Tiered Pricing below)
$0.01
- $17,499.99
1.12%
1.13%
$25 to open
$17,500.00
- $49,999.99
1.32%
1.33%
$50,000.00
- $99,999.99
1.62%
1.63%
$100,000.00
and above
2.06%
2.08%
HSA Checking
(See Tiered Pricing below)
$0.01
- $1,999.99
1.24%
1.25%
$25 to open
$2,000.00
- $9,999.99
2.56%
2.58%
$10,000.00
and above
2.86%
2.89%
Tech Checking Plus  
$1,000.01
and above
1.06%
1.07%
$25 to open
INVEST NOW*
2.21%
2.23%
$2,500
to open
Super Now Checking
1.06%
1.07%
$25 to open
Legacy Club Checking
1.67%
1.68%
$25 to open
  • Rates may change at any time.
  • Fees may reduce earnings on the account.

*Must be an INVEST Financial Customer.


CERTIFICATE OF DEPOSIT RATES

Account
Type
Interest Rate
Annual Percentage Yield (APY)
Minimum
Deposit
Minimum Balance to Obtain APY
Negotiated
2.91%
2.95%
$100,000.00
$100,000.00
30 Day
1.86%
1.88%
$500.00
$500.00
91 Day
2.42%
2.44%
$1,000.00
$1,000.00
182 Day
2.76%
2.78%
$1,000.00
$1,000.00
7 Month
2.99%
3.01%
$7,000.00
$7,000.00
12 Month
2.97%
3.01%
$1,000.00
$1,000.00
18 Month
3.01%
3.05%
$1,000.00
$1,000.00
2 Year
3.07%
3.12%
$1,000.00
$1,000.00
30 Month
3.23%
3.28%
$1,000.00
$1,000.00
3 Year
3.27%
3.32%
$1,000.00
$1,000.00
5 Year
3.54%
3.60%
$1,000.00
$1,000.00
Investment Club
(5 years)
3.93%
4.01%
$100.00
$0.01
IRA & SEP Accounts
3.30%
3.35%
$.00
$0.01
  • Rates remain in effect until maturity of CDs.
  • IRA, SEP, and Investment Club rates subject to change.
  • Please see an employee for additional terms and conditions.
  • There may be a penalty for early withdrawal.
  • Fees may reduce earnings on the account..

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