Holiday/Vacation

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Holiday/Vacation

1/22/2024

Parameters 

  • Portico Suffix 
    • Holiday — 13
    • Vacation — 12
  • $5 minimum opening deposit
  • Minimum Balance to Earn Stated APY — $5

Features 

  • Funds cannot be used as overdraft protection for the Checking Account.
  • Not accessible via ATMs.

Benefits

  • No restrictions — can access money whenever they want. 
  • No fees for closing account.

Cross Sell 

  • Talking Points — Our holiday and vacation accounts are a great way to set aside money for that special vacation or the upcoming holiday season. Best of all, if your plans change or money is a bit tight, you can withdraw the money without a fee or losing your earned dividends.
  • Opportunity Box Code/Name: N/A
  • Referrals — Assign to Member Services at applicable branch

Contact Manager

  • N/A


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