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How much do you plan to deposit into your new account?
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Will you be setting up Direct Deposit?
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Yes
No
How much do you typically receive in Direct Deposits monthly?
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How important is branch access to you?
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Very Important
Somewhat Important
Not Very Important
Not Important at All
Do you like to visually separate your savings into ‘buckets’ for different goals?
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Yes
No
Do you to have the ability to invest from the same app?
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Yes
No
Would you be willing to refer friends if it helps boost your rate?
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Yes
No
How often do you plan to check your interest rates and ‘tweak’ your strategy?
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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?
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