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Manage Certificate Options

  1. Step 1

    Select the certificate account from your homepage.

    Manage Certificate Options Graphic Step 1

  2. Step 2

    To set your maturity preferences, tap Certificate Options, then select Manage from “Maturity Options.” You'll also find your maturity date here.

    Manage Certificate Options Graphic Step 2

  3. Step 3

    Select a maturity option from the drop-down, then select Review. (Note: Starting 14 days before your certificate's maturity date, a badge saying "Maturing Soon" will appear next to your certificate under Cash Accounts on the homescreen.

    Manage Certificate Options Graphic Step 3

  4. Step 4

    To set your dividend preferences, tap Certificate Options, then select Manage from “Dividend Options.” Note: College certificates don’t include dividend options.

  5. Step 5

    Select a dividend option from the drop-down, then select Review.

  6. Step 6

    Verify your choice and select Confirm.

    Manage Certificate Options Graphic Step 4