Managing money is a critical life skill, one that is essential. Financial education is the key to helping you become better prepared to weather any financial crisis in life. Learning to save is a big part of that. It is also important to understand the costs of credit and how to build and protect your creditworthiness as a means to financial success. Charter Oak and Fitch High School are committed to providing you with a solid beginning to your financial future.

Savings

• A savings is required to open all other products and services
• Begin saving for your future
• Free On-line Banking
• Free Info-Phone
• Free e-Statement
• ATM Card

ComplimenTree Checking

• Free Checks
• No Minimum Balance
• ATM Transactions are FREE*
• VISA Debit/ATM Card
• Free On-line Banking
• Free Info-Phone
• Free e-Statement

* Excludes surcharges imposed by the owner of foreign ATMs and balance inquiries.

Certificates

• $500 Initial Deposit
• Earn Great Rates

VISA Debit/ATM Card

• Make Purchases From Your Checking Account
• Convenient For Cash Too!

VISA Card

• Great to establish credit. You know how important that is!

What You Need...

To Open a Savings:

• Completed Membership Card (if you’re a new member of Charter Oak)
• Two valid forms of identification(social security card or birth certificate and student ID, driver’s license or report card)

To Open a Checking:

• An open savings account
• Completed Parental Checking Account Consent Form
• Review of NEFE Financial Planning Program Unit 5 – Your Money: Keeping It Safe and Secure and Completion of Unit 5 Exercises

To Open a VISA Card (18 years old and over):

• An open savings account
• Review of NEFE Financial Planning Program Unit 4 – Good Debt, Bad Debt: Using Credit Wisely and Completion of Unit 4 Exercises
• Completed VISA Application
• Two Letters of Referral

Help With Downloading NEFE Units

Click on “Students Section”.

Click on the Course of Study on the left hand menu. 

Click on, “Download Entire Unit” located under the title of the section.  Then click on “save to disk” option. Click save and choose a location for the file.

Open Adobe Reader and choose the downloaded file.

If you do not have Adobe Reader please visit adobe.com for the free software.

Help With Music Cards

If you have audio files on your computer, you can import them into iTunes so that they appear in your iTunes library.

To import a file into iTunes, do one of the following:

Drag a file or folder from the location of where the file is saved, to the iTunes window.

In iTunes, choose File > Add to Library, locate the audio file or folder, and then click Choose.

If you add a folder, all the files it contains are added to your library.

By default, iTunes places a copy of each file in the iTunes Music folder; the original file remains in the current location.