Truth in Savings Disclosure: Promotional Instant Access Rewards Accounts
Effective Date: June 1 2023
For Promotional Savings — Instant Access Rewards: Please refer to the Truth in Savings Disclosure — Share Savings, IRA, Roth, and Coverdell Savings and Share Checking, Dividend Rewards Checking, and HSA Checking Accounts, Rate Sheet, and Fee Schedule for further information and terms applicable to this account.
| Account | Minimum Opening Balance | Dividend Rate | APY1 |
|---|---|---|---|
| $0 to $249,999.99 | $5,000 | 0.05% | 0.05% |
| $250,000 to $499,999.99 | $5,000 | 4.47% | 4.56% |
| $500,000+ | $5,000 | 4.47% | 4.56% |
1 = Annual Percentage Yield
Additional Terms and Conditions Applicable to Instant Access Rewards Accounts
Limit: You are limited to one Instant Access Rewards account per primary account owner.
Qualifications: New money must be deposited from a source outside First Tech; transfers between First Tech accounts or its affiliates will not qualify.
Account must be opened by a Premier Financial Representative.
The promotional period for the account is twelve (12) months. After twelve (12) months, the account will automatically convert to the standard Instant Access Savings account. Please refer to our Rate Sheet for current dividend rates and annual percentage yield information.
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