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What steps are required for conducting a rollover for a Term Savings Certificate?

Our digital banking offers a certificate maturity option (auto-renew, or close and transfer to their checking or savings account).

  1. Click on the certificate account
  2. Click on Certificate Details
  3. Click on the Pencil under Maturity Payment Method to make changes to auto-renew, or close and transfer funds to checking or savings account
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Michelle Lee
Financial Advisor
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TEL: 323.845.4434