Offering competitive rates
aimed at SAVING you more
| Account | Dividend Rate | APY1 | Minimum Balance | Calculate Your Savings |
|---|---|---|---|---|
| S1 Regular Savings2 | 0.20% | 0.20% | $5.00 |  |
| S2 Holiday Club | 0.20% | 0.20% | No Minimum | |
| S3 Vacation Club | 0.20% | 0.20% | No Minimum | |
| Basic Checking | N/A | N/A | No Minimum | |
| Plus Checking | 0.10% | 0.10% | Interest paid monthly, only if $2,500 minimum daily balance requirement is met | |
| Premium Checking | 0.15% | 0.15% | Interest paid monthly, only if $5,000 minimum daily balance requirement is met | |
| Smart Start Checking 26 and under | 0.15% | 0.15% | No Minimum | |
Rates valid as of 10/1/19
1 Annual Percentage Yield (APY) is accurate as of date indicated and is subject to change after the account is opened. Interest paid only if minimum daily balance requirement is met and posted monthly.
2 To use TruMark Financial’s other services (checking, Visa cards, loans, etc.), a $5 minimum balance is required in your S1 Regular Savings account.
*Excludes investments and first mortgages.
Call 1-877-TRUMARK for further details.
OPEN A CD VISIT A BRANCH TO OPEN AN IRA CD
View the chart below to find the account that’s right for you. Click here to open an account.
| Account | Term | Dividend Rate | APY1 | Minimum Opening Deposit | Calculate Your Savings |
|---|---|---|---|---|---|
| Certificate of Deposit2 | 6 Months | 1.391% | 1.40% | $500 | |
| Certificate of Deposit2 | 9 Months | 1.489% | 1.50% | $500 | |
| Certificate of Deposit2 | 12 Months | 1.785% | 1.80% | $500 | |
| Certificate of Deposit4 | 13 Months | 1.785% | 1.80% | $500 | |
| Certificate of Deposit | 18 Months | 1.785% | 1.80% | $500 | |
| Certificate of Deposit | 24 Months | 1.785% | 1.80% | $500 | |
| Certificate of Deposit | 30 Months | 1.785% | 1.80% | $500 | |
| Certificate of Deposit | 36 Months | 1.834% | 1.85% | $500 | |
| Certificate of Deposit | 48 Months | 1.834% | 1.85% | $500 | |
| Certificate of Deposit | 60 Months | 1.933% | 1.95% | $500 | |
| Bump-Up Certificate of Deposit | 24 Months | 1.785% | 1.80% | $500 | |
| Bump-Up Certificate of Deposit | 48 Months | 1.834% | 1.85% | $500 | |
| Fixed-Rate IRA Only2 | 6 Months | 1.391% | 1.40% | $500 | |
| Fixed-Rate IRA Only2 | 9 Months | 1.489% | 1.50% | $500 | |
| Fixed-Rate IRA Only | 12 Months | 1.785% | 1.80% | $500 | |
| Fixed-Rate IRA Only5 | 13 Months | 1.785% | 1.80% | $500 | |
| Fixed-Rate IRA Only | 15 Months | 1.785% | 1.80% | $500 | |
| Fixed-Rate IRA Only | 18 Months | 1.785% | 1.80% | $500 | |
| Fixed-Rate IRA Only | 24 Months | 1.785% | 1.80% | $500 | |
| Fixed-Rate IRA Only | 30 Months | 1.785% | 1.80% | $500 | |
| Fixed-Rate IRA Only | 36 Months | 1.834% | 1.85% | $500 | |
| Fixed-Rate IRA Only | 48 Months | 1.834% | 1.85% | $500 | |
| Fixed-Rate IRA Only | 60 Months | 1.933% | 1.95% | $500 | |
| Variable Rate IRA6 | 0.20% | 0.20% | No Minimum | |
|
| Jumbo Certificate of Deposit2 | 6 Months | 1.441% | 1.45% | $75,000+ | |
| Jumbo Certificate of Deposit | 9 Months | 1.539% | 1.55% | $75,000+ | |
| Jumbo Certificate of Deposit | 12 Months | 1.834% | 1.85% | $75,000+ | |
| Jumbo Certificate of Deposit | 24 Months | 1.834% | 1.85% | $75,000+ | |
| Jumbo Certificate of Deposit | 30 Months | 1.834% | 1.85% | $75,000+ | |
| Jumbo Certificate of Deposit | 36 Months | 1.884% | 1.90% | $75,000+ | |
| Jumbo Certificate of Deposit | 48 Months | 1.884% | 1.90% | $75,000+ | |
| Jumbo Certificate of Deposit | 60 Months | 1.982% | 2.00% | $75,000+ | |
| Bump-Up IRA | 24 | 1.785% | 1.80% | $500 | |
| Bump-Up IRA | 48 | 1.834% | 1.85% | $500 |
Rates valid as of 2/07/2020
1 Annual Percentage Yield (APY) is accurate as of date indicated and subject to change on a weekly basis without notice. The dividend rate is compounded and posted monthly. No early withdrawal is permitted. However, if TruMark Financial, in its sole discretion, permits such a withdrawal, substantial penalties will apply.
2 The five-, six-, and nine-month CDs and six-, and nine-month fixed-rate IRA APYs assume all principal and interest will remain on deposit for a full year at the current APY. However, APY may not be available for a full year.
3 Not available as an IRA.
4 The 13-month Certificate of Deposit will renew at a 12-month prevailing rate.
5 IRA Certificate of Deposit is a limited time offer. New money only. Business funds, public funds, or brokered funds are not eligible. Jumbo rates not available. Upon maturity, 30- and 36-month CD will convert to respective month CDs at the prevailing rate. Upon maturity, 13-month CD will convert to a 12-month CD at the prevailing rate.
6 Dividend rate may change after account is opened.
Call 1-877-TRUMARK for further details.
Members may request a bump on their existing Bump Up CD by contacting TruMark Financial’s Member Service Center or visiting a branch. 24-month – one rate increase during term; 48-month – two rate increases during term. Rate will be applied for remaining term of the account and will not be applied retroactively, nor extend the maturity date. TruMark Financial makes no guarantee that rates will increase and/or member will be able to exercise bump option during term. At maturity, Certificate of Deposit will renew at regular 24-/48-month term, without bump option. Minimum deposit of $500.
OPEN A MONEY MARKET ACCOUNT VISIT A BRANCH TO OPEN AN IRA
| Account | Account Balance | Dividend Rate | APY(1) | Minimum Opening Balance | Calculate Your Savings |
|---|---|---|---|---|---|
| S8 Maximizer2 | $2,500-$9,999.99 | 0.20% | 0.20% | ||
| $10,000-$24,999.99 | 0.20% | 0.20% | |||
| $25,000-$74,999.99 | 0.25% | 0.25% | |||
| $75,000-$99,999.99 | 0.35% | 0.35% | |
||
| $100,000-$249,999.99 | 0.45% | 0.45% | |
||
| $250,000+ | 0.55% | 0.55% | |||
| Money Market Promotion Account3 | $2,500 | 1.98% | 2.00% | $2,500 | |
| Special IRA Money Market Account4 | $2,500 | 1.98% | 2.00% | $2,500 | |
| IRA1 | $2,500-$9,999 | 0.20% | 0.20% | No Minimum | |
| $10,000-24,999.99 | 0.20% | 0.20% | |||
| $25,000-74,999.99 | 0.25% | 0.25% | |||
| $75,000-99,999.99 | 0.35% | 0.35% | |||
| $100,000-249,999.99 | 0.45% | 0.45% | |||
| $250,000+ | 0.55% | 0.55% |
Rates valid as of 2/3/2020
1Annual Percentage Yield (APY) is accurate as of date indicated and is subject to change after the account is opened. Dividend rate is compounded daily and posted monthly.
2$10 fee if $2,500 minimum daily balance is not met. Fee may reduce earnings on account. Interest paid only if minimum daily balance requirement is met.
3The minimum balance required to open this account is $2,500; maximum is $250,000. You must maintain a minimum daily balance of $2,500 to avoid a service fee. If at any time, your account falls below the required minimum daily balance; your account will be subject to a monthly service fee of $10. Offer is subject to change at any time and is only available for a limited time. New money only. Rate is guaranteed for six months from open date, after which time rate shall be adjusted to current Maximizer money market account rate. Special Money Market Account must be opened in a branch.
4The minimum balance required to open this account is $2,500; maximum is $250,000. You must maintain a minimum daily balance of $2,500 to avoid a service fee. If at any time, your account falls below the required minimum daily balance; your account will be subject to a monthly service fee of $10. Offer is subject to change at any time and is only available for a limited time. New money only. Rate is guaranteed for 12 months from open date, after which time the rate shall be adjusted to current IRA Money Market rate.
Call 1-877-TRUMARK for further details.
Open your TruMark Financial ACCOUNT today
Thank you for choosing TruMark Financial. We welcome anyone who lives, works, worships, goes to school, or volunteers in Bucks, Chester, Delaware, Montgomery and Philadelphia counties to join.