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Family First broker Accounts

  

Family First Account Type

  Family First offers a variety of account types to cater to different financial needs and preferences. Here are the main types of accounts available:

  • Savings Accounts:
    • Standard Savings Account: Offers competitive interest rates for saving funds.
    • Term Deposit Accounts: Available for various terms (3-6 months, 1 year, 2 years, 3 years) with varying minimum deposit requirements.
    • Checking Accounts:
      • Basic Checking: No minimum balance requirement, free online banking, and a free box of checks.
      • Pinnacle Checking: Earns interest on balances with simple monthly requirements.
      • Debit Rewards Checking: Offers cash back on debit card purchases with specific monthly activity requirements.
      • Loan Accounts:
        • Personal Loans: For various needs including home renovations, cars, or vacations.
        • Home and Investment Loans: Tailored for purchasing homes or investment properties.
        • Car Loans: Specifically designed for financing vehicle purchases.

          

        Family First Broker Account Opening Process

          Opening a broker account with Family First is a straightforward process that typically involves the following steps:

        •   Select Account Type: Decide which account type suits your financial needs (e.g., savings, checking, loan).

        •   Gather Required Information: Prepare necessary documentation including:

          • Personal identification (drivers license or passport).
          • Social Security number.
          • Employment and financial information.
          • Complete Application:
            • Visit the Family First website or a local branch to fill out the application form.
            • Ensure all required fields are completed accurately.
            • Fund Your Account:
              • Link a bank account for electronic transfers.
              • You may also fund your account via check or transfer from another financial institution.
              • Review and Confirm:
                • Review the terms and conditions of the account.
                • Confirm your application and wait for approval, which is typically processed promptly.

                  By following these steps, you can successfully open a Family First broker account tailored to your financial goals. For more details, visit Family First.

Family First accounts can be viewed for products that can be traded accounts with a minimum deposit of by (2+) .
Family First Account