Features of This Plan
Lock-in Investment
Goal-based Investment locked for 1 to 5 years to keep you disciplined.
Fixed Monthly Contributions
Invest the same amount every month—no guesswork involved.
One Free Annual Withdrawal
Make one withdrawal per year without penalties.
Interest Growth
Earn interest that accelerates your investment toward your goal.
No Fees or Minimum Balance
Enjoy investing with no monthly fees and no minimum balance requirement.
Monthly Statements
Receive monthly progress reports to keep track of your investments.
Joint Account Option
Invest together with others and get 2 free Kids Plans included.
Dedicated Relationship Manager
Benefit from personalized guidance every step of the way.
