• 360 Performance Savings Account / Capital One

    • Fee-free online savings account earning a competitive interest rate with no minimums
    • Direct deposit or deposit checks using mobile app or visit a branch
    • Create an automatic savings plan with scheduled transfers on payday or any day
    • Connect your savings account with an external checking account
    • Open up to 25 separate savings accounts
  • SoFi Active Investing with Stocks, ETFs and Fractional Shares

    • SoFi Active Investing allows you to buy and sell stocks at no cost with no account minimums.
    • Buy fractional shares that let you own a part of a stock from your favorite companies.
    • Anyone can be a smarter investor with news updates and more—all in the SoFi app.
  • Cleo Financial Assistant Helping You Budget and Manage Money

    • Cleo uses the power of AI to save more, control your finances, and stick it to the banks.
    • Stay on top of your money with a custom budget that tracks your spending and gives you a clear path to any goal.
    • Get roasted about your spending, money horoscopes, and more.
    • Set aside savings automatically.
  • Charlie Assistant Your Very Own Money Prodigy

    • Charlie Assistant is a free financial tracking app and your very own money-saving penguin friend.
    • Chat with Charlie using Facebook Messenger or SMS.
    • Get a message about your banking balances, transactions, and ways to save money.
    • Review how you’re spending your money and stay on top of your budget.
    • Simple, straight-to-the-point, friendly, and non-intrusive chats about your money.

     

     

  • Trim Financial Assistant to Save Money Easily

    • Trim is a personal finance assistant that automates ways to save you money by analyzing accounts for recurring subscriptions, negotiate cable bills and finds better car insurance rates, and more.
    • Free basic service offering: spending analysis, recommendation, and cancellations.
    • Upgraded pay-per-service offering: financial coaching, cable bill, and credit card rate negotiations.
  • LifeLock Identity Theft Protection

    • LifeLock Identity Theft Protection service includes credit monitoring and protection for your identity, devices, and online privacy.
    • LifeLock offers $1,000,000 identity theft protection benefits for all tiers
    • Monthly subscription service with multiple tiers.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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

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