SmartInvest Checking is designed for individuals who view money not just as a means, but as a material to shape a life of purpose, abundance, and legacy.

To qualify for SmartInvest Checking, you must maintain $100,000 in Total Relationship Balances¹ and maintain a Managed Investment account².

Features and Fees

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You'll need:

• To be 18 or older
• To be a resident of Colorado, Illinois, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, West Virginia, or Wisconsin
• To be a U.S. citizen with a social security number
• A form of ID