Can CX provide any information on IRA accounts?
No, CX must NOT answer any IRA inquiries. All inquiries must be sent to DBO. DBO will provide the client with all documentation and information requested.
Does Quontic Bank still open IRA accounts?
No Quontic Bank historically opened Individual Retirement Accounts but we NO longer open this type of account IRAs still exist in the bank for about 40 customers
What is an Individual Retirement Account (IRA)?
A retirement account that enables the client to delay paying taxes until the money is withdrawn. Individual Retirement Accounts (IRAs) provide tax advantages for retirement savings.
Why is there an extra 0 starting for my account number?
Account numbers must show as 10 digits for checks and may be needed for other bank transactions The zero (0) is added to ensure the account number meets the minimum digits needed Transactions will post whether or not the zero (0) is added For Checks: our check orders partner requires a ten (10) digit account […]
What internal tool assists us with a customer’s check deposit?
Xpress Mobile Deposit
When is a client able to redeposit a declined check?
Denied status – able to redeposit the check, once the declined reason has been corrected