| By Jim Bruene on April 9, 1997 1:44 PM | Comments (0) |
Here are a few online ideas for customizing CDs and IRAs.
Web-based services:
- rate comparison of current investments vs. alternatives
- set automatic transfer parameters (fixed amount each day, week, month, quarter or variable amount based on balance level, time of year, etc.)
- set automatic renewal parameters based on absolute interest rate or relative (to other terms) rates
E-mail/push services:
- CD maturity notices
- CD rollover confirmations
- deposit confirmations
- notification of interest accrued (daily, weekly, monthly, quarterly, and/or annually)
- notification of withdrawal request received
- notification of change of address request received
- promotional rate offers
- IRA contribution reminders
- IRA contribution confirmations
- periodic statements (daily, weekly, monthly, quarterly, annually)
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