FAQs

From the Dashboard, select Accounts in the top menu, then choose Balances and Transactions to view all accounts.

On the Certificate account page, click Certificate Details to see high-level information about the Certificate and maturity options.

Yes. Click the pencil icon next to Maturity Payment Method and choose Renew or Transfer.

Select a destination account for the funds to be deposited when the Certificate matures, then click Save Changes.

After you click Save Changes, the Certificate is updated in the core system and a maturity transfer record is created to process the transfer at maturity.

Yes, this feature only applies to non-IRA Certificates. Additionally, you will not be able to choose an IRA account as your maturity destination account.

From the Dashboard, select Accounts in the top menu, then choose Balances and Transactions to view all accounts.