Find the right savings or investment account for you
FUNDS AVAILABILITY
SAVINGS PURPOSE
Total savings on hand to invest:
$
Additional savings per
Year
Month
2 Weeks
Week
:
Savings Calculator
$
Amount to keep available:
$
Longest term to invest remaining funds:
3-9 Months
1-2 Years
3+ Years
What are you saving for?
Check any that apply. (Optional)
My college tuition
My child's college tuition
Home purchase
Vacation
Retirement
Taxes/Insurance
Other
SAVINGS PREFERENCES
Are you...
Looking for an alternative to the market with rates that fluctuate over time?
e.g. A federally insured, variable rate account that may have a higher return but isn't guaranteed. Principal balance not at risk.
Yes
No
Undecided
Interested in investing some of your funds in uninsured options?
e.g. Mutual funds or stocks. These have potentially even higher returns but added risk to principal balance.
Yes
No
Undecided
A UW Credit Union member with
Premium Checking
?
Yes
No
Not Sure
