Personal Banking

CD Fund Placement

Sunwest Bank's online CD (Certificate of Deposit) program combines FDIC insurance coverage with high rates of return.

Community Manager Benefits

Hassle-Free Account Management

At maturity, funds are automatically deposited into the associations account and are available for reinvestment.

Instant E-mail Updates

The user sets a notification date from one (1) to sixty (60) days in advance of maturity to keep up-to-date.

Powerful User Management Interface

The community manager can set up users at each association at their discretion.

Convenience

No new signature cards are needed each time a transaction is completed. Only the initial Sunwest Bank CD Fund Placement CD need be completed and signed.

Management Company Benefits

CD Purchase Tracking

The system can track CDs purchased through the Sunwest Bank system as well as others already placed elsewhere. This adds the convenience of one report and helps protect FDIC insurance.

Aggregated Interest Payments

Our system aggregates interest payment at month-end to the designated Sunwest Bank account. This reduces the need for account reconciliation and reduces customer errors.

Timely Statements

CD account statements are available online the second business day of each month, getting information to you faster and saving bookkeeping expense.

Fast Transaction Times

Users can execute a CD purchase in less than a minute and receive an immediate e-mail confirmation upon purchase.

Contact

For more information, please call 866.4SWBANK or contact our Community Association / HOA banking experts:

Bay Area/Northern California/Nevada
Phone: 510.899.6643
Email: cas@sunwestbank.com

Terri Hamilton, Southern California
Phone: 714.730.4417
Email: thamiltonsunwestbank.com

Dodd-Frank Wall Street Reform and Consumer Protection Act

On July 21, 2010, President Barack Obama signed the Dodd-Frank Wall Street Reform and Consumer Protection Act into law, which, in part, permanently raises the current standard maximum deposit insurance amount (SMDIA) to $250,000.

Rapid Remit TM Payment Processing

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Protect Your Financial Information

Keep a list of all credit cards and bank accounts including the account numbers, phone numbers and expiration dates in a safe place.