Offering competitive rates
aimed at SAVING you more
| Account | Dividend Rate | APY1 | Minimum Balance | Calculate Your Savings |
|---|---|---|---|---|
| S1 Regular Savings2 | 0.09% | 0.10% | $5.00 |  |
| S2 Holiday Club | 0.09% | 0.10% | No Minimum | |
| S3 Vacation Club | 0.09% | 0.10% | No Minimum | |
| Basic Checking | N/A | N/A | No Minimum | |
| Plus Checking | 0.05% | 0.05% | Dividends paid monthly, only if $2,500 minimum daily balance requirement is met | |
| Premium Checking | 0.05% | 0.05% | Dividends paid monthly, only if $5,000 minimum daily balance requirement is met | |
| Smart Start Checking 26 and under | 0.05% | 0.05% | No Minimum | |
1 Annual Percentage Yield (APY) is accurate as of 11/4/2020 and is subject to change. Dividends paid only if minimum daily balance requirement is met and posted monthly. Fees may reduce earnings.
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 |
|---|---|---|---|---|---|
| Certificate2 | 6 Months | 0.349% | 0.35% | $500 | |
| Certificate2 | 9 Months | 0.349% | 0.35% | $500 | |
| Certificate2 | 12 Months | 0.648% | 0.65% | $500 | |
| Certificate4 | 13 Months | 0.648% | 0.65% | $500 | |
| Certificate | 18 Months | 0.648% | 0.65% | $500 | |
| Certificate | 24 Months | 0.797% | 0.80% | $500 | |
| Certificate | 30 Months | 0.847% | 0.85% | $500 | |
| Certificate | 36 Months | 0.896% | 0.90% | $500 | |
| Certificate | 48 Months | 0.896% | 0.90% | $500 | |
| Certificate | 60 Months | 0.995% | 1.00% | $500 | |
| Bump-Up Certificate | 24 Months | 0.797% | 0.80% | $500 | |
| Bump-Up Certificate | 48 Months | 0.896% | 0.90% | $500 | |
| Fixed-Rate IRA Only2 | 6 Months | 0.349% | 0.35% | $500 | |
| Fixed-Rate IRA Only2 | 9 Months | 0.349% | 0.35% | $500 | |
| Fixed-Rate IRA Only | 12 Months | 0.648% | 0.65% | $500 | |
| Fixed-Rate IRA Only5 | 13 Months | 0.648% | 0.65% | $500 | |
| Fixed-Rate IRA Only | 15 Months | 0.648% | 0.65% | $500 | |
| Fixed-Rate IRA Only | 18 Months | 0.648% | 0.65% | $500 | |
| Fixed-Rate IRA Only | 24 Months | 0.797% | 0.80% | $500 | |
| Fixed-Rate IRA Only | 30 Months | 0.847% | 0.85% | $500 | |
| Fixed-Rate IRA Only | 36 Months | 0.896% | 0.90% | $500 | |
| Fixed-Rate IRA Only | 48 Months | 0.896% | 0.90% | $500 | |
| Fixed-Rate IRA Only | 60 Months | 0.995% | 1.00% | $500 | |
| Variable Rate IRA6 | 0.09% | 0.10% | No Minimum | |
|
| Jumbo Certificate2 | 6 Months | 0.399% | 0.40% | $75,000+ | |
| Jumbo Certificate | 9 Months | 0.399% | 0.40% | $75,000+ | |
| Jumbo Certificate | 12 Months | 0.698% | 0.70% | $75,000+ | |
| Jumbo Certificate | 24 Months | 0.847% | 0.85% | $75,000+ | |
| Jumbo Certificate | 30 Months | 0.896% | 0.90% | $75,000+ | |
| Jumbo Certificate | 36 Months | 0.946% | 0.95% | $75,000+ | |
| Jumbo Certificate | 48 Months | 0.946% | 0.95% | $75,000+ | |
| Jumbo Certificate | 60 Months | 1.045% | 1.050% | $75,000+ | |
| Bump-Up IRA | 24 | 0.797% | 0.80% | $500 | |
| Bump-Up IRA | 48 | 0.896% | 0.90% | $500 |
Rates valid as of 10/22/2020
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 certificates and six-, and nine-month fixed-rate IRA APYs assume all principal and dividends 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 will renew at a 12-month prevailing rate.
5 The 13-month certificate will renew at a 12-month 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 certificate 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 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 | 0.14% | 0.15% | ||
| $10,000-$24,999.99 | 0.14% | 0.15% | |||
| $25,000-$74,999.99 | 0.14% | 0.15% | |||
| $75,000-$99,999.99 | 0.14% | 0.15% | |
||
| $100,000-$249,999.99 | 0.19% | 0.20% | |
||
| $250,000+ | 0.19% | 0.20% | |||
| IRA1 | $2,500-$9,999 | 0.14% | 0.15% | No Minimum | |
| $10,000-24,999.99 | 0.14% | 0.15% | |||
| $25,000-74,999.99 | 0.14% | 0.15% | |||
| $75,000-99,999.99 | 0.14% | 0.15% | |||
| $100,000-249,999.99 | 0.19% | 0.20% | |||
| $250,000+ | 0.19% | 0.20% |
Rates valid as of 10/1/2020
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.
Call 1-877-TRUMARK for further details.
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