Savings Account
Tax Savings Account
The Tax Savings Account keeps your tax money separate, growing, and out of sight until you need it. Schedule automatic transfers aligned with your income, and earn a competitive dividend on every dollar set aside.
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Automatic scheduled transfers matched to your pay or invoicing rhythm
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Competitive 3.80% APY earned on the full balance
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Sub-account labels keep personal, state, and federal savings organized
3.80% APY
Dividend rate
$50
Min. opening deposit
$0
Monthly fee
Free & automated
Transfer scheduling
Come filing season, funds transfer instantly to pay estimates or settle your bill - no scrambling, no borrowing. Freelancers, contractors, and small business owners use it to stay ahead of quarterly obligations effortlessly.
What You Get
Features & Benefits
Automatic scheduled transfers matched to your pay or invoicing rhythm
Competitive 3.80% APY earned on the full balance
Sub-account labels keep personal, state, and federal savings organized
One-tap transfer to checking when payments are due
Quarterly summary statements simplify filing and estimated payments
No monthly fees and no minimum balance after opening
Straightforward & Transparent
Requirements & Fees
What you need to open
- Government-issued photo ID
- Social Security Number or ITIN
- Minimum opening deposit of $50
- Linked external bank or Crestline checking for transfers
- Completed application with savings goal setup (optional)
Rates & fees
| Monthly maintenance | Free |
| Transfers to checking | Free |
| Excess withdrawals | $3.00 beyond four per month |
| Stop payment | $15.00 |
| Statement copies | Free electronic; $2.00 paper |
Ready to open your Tax Savings Account?
Apply online in minutes - most applications are approved the same business day.
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