Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
CFPB urges students to review college-sponsored bank accounts
An article on the Bureau Blog advises new college students to consider all options before opening a bank account, and to be aware that an account that's co-branded with a school logo and attached to a student ID/debit card may not be the best deal available. A checklist for opening a bank or credit union account was provided.