Structured deposit and investment information for eligible customers planning beyond everyday transactional banking.
Put Longer-Term Money to Work
Some financial goals require a longer horizon. Crestline Bank provides eligible customers with information and access pathways for supported fixed-deposit and investment services designed for money that is not required for everyday transactions.
Fixed Deposit Options
A fixed deposit may allow eligible customers to place qualifying funds for an agreed period under defined product conditions.
Choosing a Deposit Term
Available terms depend on the applicable product. Consider when you may need access to the funds before selecting a term.
Rates & Product Terms
Applicable rates, calculation methods, minimum requirements and other conditions are determined by the specific deposit product and agreement.
Maturity Options
At maturity, available options may include repayment or another supported instruction depending on the product and customer directions.
Early Access
Some fixed deposits can include restrictions, reduced returns, charges or other conditions when funds are accessed before maturity. Review the applicable terms before committing funds.
Renewal Instructions
Where renewal is available, customers should review maturity instructions and current product terms rather than assuming an existing arrangement will continue unchanged.
Investment Information
Where Crestline provides access to supported investment services, customers should review applicable product information, risks, eligibility requirements and disclosures before making a decision.
Understanding Risk
Deposit and investment products can have different characteristics and risks. Customers should understand the specific product and avoid treating one product type as equivalent to another.
Documents & Records
Retain relevant confirmations, statements, agreements and product disclosures associated with deposits or investments.
Secure Account Access
Use authenticated Crestline channels when reviewing account-specific deposit or investment information. Never disclose passwords or authentication codes in response to unsolicited requests.
Support & Information
Official support channels are available for eligible customers seeking information about an existing fixed deposit or supported investment service.
Plan with a Longer View
Crestline Bank aims to provide clear product information, secure access and organized records so eligible customers can make informed decisions about money set aside for longer-term objectives.