WoodTrust Financial Corporation is pleased to provide customized Private Banking services. Our experienced team will work closely and confidentially to understand their unique financial needs and to assist them in developing a strategy for financial success.
Key Features and Benefits
The Private Banking Program provides a convenient financial center utilizing a comprehensive, personalized approach. The relationship between
a client and WoodTrust results in reduced pricing on products and services delivered by the dedicated team listed below. The following benefits are included with the direct deposit of payroll into a WoodTrust Bank checking account:
Internet Banking with Bill Pay
Access account information 24/7 with 13 months of transaction history, check images, funds transfers, bill payment, customized expense tracking, email alerts, and one-step downloads to Quicken or Microsoft Money - at no cost.
ATM and Debit Cards
Utilize for point-of-sale purchases wherever Visa is accepted and access funds from any ATM around the world. Rebates will be provided for surcharges at non-WoodTrust ATM’s.
eStatements
Receive bank statements and check images electronically at home and/or office.
Credit Card with Points 2U Rewards
Enjoy one of the most flexible reward programs available with points earned for credit card usage. Users may redeem points for travel, merchandise and gift cards.
Personal, Cashier’s, and Travel Cards
Personal checks, cashier’s checks, and travel cards are all conveniently provided free of charge.
Preferred Rates on Certificates of Deposit
An additional 0.15% is earned on all certificate of deposit terms, providing higher return on investment.
Mortgage, Home Equity, and Consumer Lending Services
Flexible and competitive financing programs feature waiver of WoodTrust origination and processing fees.
Trust and Investment Services
- Not FDIC Insured
- No Bank Guarantee
- May lose value
- Comprehensive financial services provided with a fee reduction of 15%, including financial planning, investment management accounts, trust and estate planning, and individual retirement accounts.
Health Savings Accounts
Utilize with a high deductible health plan to pay for current and future medical expenses and receive significant tax benefits.
Safe Deposit Services
Safe deposit box fee discount of 25%.
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Consumer Banking