• Payoff Credit Card Consolidation Loan / Soft Inquiry

    • Payoff credit card consolidation loan helps you pay off debt faster with a lower interest rate and one simple monthly payment.
    • Keep all your credit cards and no card closure required.
    • Checking rate will not impact your credit score.
  • Betterment Invest / Personalized Investment Advice

    • Betterment Invest takes sophisticated investing strategies and makes them better with personalized guidance and tax-smart technology.
    • A robo-advisor using the investment philosophy on modern portfolio theory with no minimum deposit required.
    • Automates tax-saving strategies like asset location and tax loss harvesting that work to help make the most of your investments behind the scenes.
  • M1 Finance / Invest Using Unique Pie-based Portfolios

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    • M1 Finance’s Invest is a Robo-advisor investment platform ideal for DIY investors. It offers automated investing, expert portfolios, and customization.
    • Choose your portfolio of stocks, fractional shares of stock, ETFs.
    • $0 account minimum. 100% commission-free trades and no hidden fees.
  • Gazelle Sell Your Smartphones iPhone iPad and Samsung Tablets

    • Gazelle Sell is free to use and there is no charge to see how much you’ll get for your smartphone, iPad or tablet, Macbook, or other tech gear.
    • Use an easy online platform, get an offer for your devices, ship it free, deposit into a kiosk.
    • Payments are cash into Paypal, mailed check or Amazon gift card
  • 360 Checking Account / Capital One

    • Free interest-earning checking account with no monthly fees or minimum deposit requirements
    • Debit card with access to over 39,000 fee-free Allpoint® ATMs
    • Web and mobile app access plus many branches and cafes across the country
  • Checking and Debit Card with Savings in Mind / Qapital Spending

    • Qapital Spending is a checking account linked to the Qapital Visa® Debit Card held with a partner bank
    • Unique features and tools help you stay on track with your weekly spending.
    • No account setup or overdraft fees
    • Protected by FDIC insurance for $250,000 per user
    • 30-day free trial, then 3 membership tiers
  • SoFi Money Cash Management Account

    • SoFi Money is a cash management account offering a hybrid checking and savings feature with a debit card.
    • Earn interest with no minimum balance or account fees.
    • Save money using Vaults for specific savings goals.
    • Access over 55,000 surcharge-free ATMs
  • Ibotta Cashback Offers and Rebates In-Store and Mobile Shopping

    • Ibotta is a free mobile app offering cashback rewards and rebates for your shopping trips and online purchases.
    • Select your deals and scan your receipts, or use the online shopping portal to earn cashback.
    • Easy and quick payments to Paypal, Venmo, or retailer gift card.
  • H&R Block Online Tax Preparation / Free and Upgradeable

    • H&R Block online tax preparation with electronic filing offers access to 24/7 chat support and over 12,000 brick-and-mortar locations.
    • Start with free basic filing and upgrade for more complicated tax situations.
    • Choose to receive your refund via direct deposit into a bank account or H&R Block Emerald Prepaid card.
  • FreeTaxUSA Online Tax Preparation / Free Filing

    • FreeTaxUSA online tax preparation is a low-priced tax software owned by TaxHawk to help you prepare, print and e-file your taxes.
    • Federal returns are free for everyone–self-employed, investors, rental property owners. State tax returns are extra.
    • With the Free version of FreeTaxUSA, you have access to support topics and email customer support.
    • Get started with the Free version and upgrade if you need additional support for more complex returns.
  • TaxAct Online Tax Preparation / Free Filing Made Easy

    • TaxAct online tax preparation offers fast, free filing for simple returns of your state and federal taxes with step-by-step guides and free unlimited email and phone support.
    • Get your maximum refund. If TaxAct made a mistake, you’re covered with the $100k Accuracy Guarantee.
    • Available upgrade during the process if you have a more complex return without restarting.
    • Request refunds through direct deposit, mailed check, or get a gift card.
  • TaxSlayer Online Tax Preparation / Free Filing and E-file

    • TaxSlayer Simply to prepare and file your taxes online.
    • 100% free for simple tax situations with maximum refund guaranteed.
    • Easy navigation and simple interface with 100% accuracy guarantee.
    • Access to tech assistance through email and phone support.
    • No upfront fees and choose to pay for upgraded options using federal tax refund.
  • Liberty Tax Online Preparation / File Taxes with In-branch Support

    • Liberty Tax Online Preparation offers in-branch tax preparation and filing services with an online filing option for DIY taxpayers.
    • Choose from 4 options: simple, basic, deluxe, premium
    • Start your tax preparation online and complete the filing with in-person office support, if necessary.
  • FamZoo Prepaid Debit Card For Kids and Teens

    • FamZoo is a prepaid debit card for the entire family giving parents control and financial education tool.
    • Parent access dashboard and funds the accounts with allowances or gift money.
    • Children use a prepaid debit card to spend and sign in separately to monitor spending.
    • The benefit of sharing funds between family members and develop financial responsibility.
    • Monthly fee applies as low as $0.63 for a family of 4.
  • Credit Karma Tax Free Online Preparation / $0 State and $0 Federal

    • Credit Karma Tax online preparation is 100% free service to file both state and federal tax returns, offered by the makers of the free credit score app.
    • $0 cost for everyone, from start to finish, and includes filers who take deductions and credits.
    • Filings are checked for accuracy but all filers receive Free Audit Defense.
    • 24/7 live chat to help you with your filing questions.
  • myFICO 1 Bureau Monitoring / Get FICO Score

    • myFICO 1-Bureau credit monitoring and FICO® Score alerts. Access the credit scores 90% of the top lenders use for mortgage, auto, and credit card lending.
    • FICO® Scores and Experian credit report updates available monthly.
    • 24×7 identity theft restoration and $1 million identity theft insurance.
    • Monthly subscription service with multiple tiers available.

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