MEDIUM INVESTOR LEVEL (Idle Cash ~$250K or less)

Description

For individuals that wish to maximize their savings and have idle cash funds of more than $100,000 ($100K) (and less than $250K approx.); and want frequent updates of the top bank recommendation (as and when interest rates change), select this plan.  FortuneSavers will send you a monthly notification of a recommended bank that has the highest interest-bearing savings account, as and when it occurs (at minimum once a month, or anytime during the month if there is a change). The recommended bank will be ranked out of the top 3 highest interest-bearing accounts we identify 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.

[To be notified of all the FortuneSavers’ top 3 highest interest-bearing accounts and as and when interest rates to those top 3 change, please select our LARGE INVESTOR LEVEL plan.]

What you receive in the email notifications:

• recommended bank name (one of the top 3 highest interest-bearing accounts we identify from our research)
• the current Annual Percentage Yield rate (APY%) and associated nominal interest rate
• detailed information about the recommended bank (incl. FDIC details, Routing Numbers, etc.)
• detailed information about the transfer process (into and out of the bank via ACH). This information is typically not readily available or published by the bank 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 process for the interest-bearing account – Action steps to take
• FDIC information
• FDIC bank status monitoring / notification to ensure your funds remain federally insured with the recommended bank
• 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 (available with our other plans):

• more than 1 recommended bank with the highest yielding interest-bearing accounts (i.e. top 3)
• other suggested FortuneSavers recommendations

Start Maximizing Your Savings – Subscribe to this plan today!