LARGE INVESTOR LEVEL (Idle Cash ~$500K or more)

Description

For individuals that wish to maximize their savings and have idle cash funds of more than $250,000 ($250K) to invest and need to ensure their funds are covered by FDIC insured banks.  Select this plan and FortuneSavers will provide you the top 3 recommended banks with the highest interest-bearing savings accounts, as of that point in time  AND any changes/updates as they occur during the month if there is a change. The recommended banks are ranked basis our research and tools from our research of thousands of USA banks.

To ensure the safety and security of your funds, only FDIC insured banks are included.  In addition, our FDIC Status Change AI Monitor tool, provide updates should these bank’s FDIC status change.

What you receive in the email notifications:

• recommended bank names of the top 3 highest interest-bearing accounts we identify from our research
• the current Annual Percentage Yield rates (APY%) and associated nominal interest rates
• detailed information about the recommended banks (incl. FDIC details, Routing Numbers, etc.)
• detailed information about the transfer processes (into and out of the banks via ACH). This information is typically not readily available or published by the banks during the Open Account Application process but is crucial to understanding how you can move your funds around.
• information on type of and setting up your beneficiaries
• direct URL link to access the bank application processes for the interest-bearing accounts – Action steps to take
• FDIC information
• FDIC bank status monitoring / notification to ensure your funds remain federally insured with the recommended banks
• other recommendations
• Frequency: as they occur updates but no less than once a month. (within 31 day period of the signup day date in any month).
• Type/Form: HTML eMails
• Subscription Period: monthly billings on the date corresponding to your signup date, until cancelled

Subscription Terms:

There is no apportionment of fees as you get the month’s service when you sign up.  You are billed in advance for each month.  You receive your first FortuneSavers notification email on your application approval date (or next business day if you sign up after 5pm PST).

Subscription Billings:

You will be billed for the month in which you sign up, and then billings are done monthly thereafter each 31 days thereafter.  Your first month’s billing is non-refundable.

Subscription Cancellations:

Subscription cancellation requests (can be made anytime through the link provided in the FAQ) but must be made three (3) business days prior to your next Payment Date to prevent a subsequent month’s payment to occur. Cancellations take effect immediately (i.e. will show as “Canceled” in your account (typically no later than 24hrs after the request is made)). We do not offer prorated refunds.  The first month’s subscription is not refundable.   For further details please see our FAQ.

What is not included in this level option:

• more than 3 recommended banks with the highest yielding accounts – please contact us for this option.

Start Maximizing Your Savings – Subscribe to this plan today!