Bank On Account Validation
...and opportunities to partner with local Bank On coalitions in their footprint and other national Bank On stakeholders. Account verification is free — please apply online here. Read Frequently Asked...
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Bank On National Account Standards (2017- 2018)
...allowable bill pay functionality: standard-meeting transaction accounts must either offer internal bill pay or instead provide consumers access to at least four free money orders or bank checks per month....
The CFE Fund and Bloomberg Philanthropies Award Technical Assistance Grants to 7 Cities Replicating the Financial Empowerment Center Model
Financial Empowerment Centers offer free, professional, one-on-one financial counseling to enable residents to address their financial needs and plan for their futures. In this February 2014 press release, the CFE...
SaveUSA Video
Piloted at select free tax preparation sites in four cities, SaveUSA is a simple tax time matched savings program — tax filers who deposited part of their refund into a...
Tax Time: The Right Moment for Savings
Piloted at select free tax preparation sites in four cities, SaveUSA is a simple tax time matched savings program — tax filers who deposited part of their refund into a...
The SaveUSA Playbook: A Tax Time Approach to Short-Term Savings
Piloted at select free tax preparation sites in four cities, SaveUSA is a simple tax time matched savings program — tax filers who deposited part of their refund into a...
The Professionalizing Field of Financial Counseling and Coaching
...have been demonstrating that free, one-on-one financial counseling and coaching services can be delivered at scale, through trained professionals, with measurable client outcomes. There’s a building consensus that the key...