Tool
Banking needs checklist
Say what the account needs to do: salary, a pension, currencies, transfers, a joint holder, credit, or business use. The result is a comparison list.
Checklist
This tool is for illustration and record-keeping only. It does not constitute financial, tax, legal, immigration, insurance, mortgage or investment advice. Rules, eligibility and provider terms vary by jurisdiction and circumstances. This is not an application and does not predict acceptance.
Saved in this browser only. It is not sent to WiT Access. Use Reset to delete it from this browser.
How to use this
- Answer only what you know.
- Copy the feature list into a conversation with a provider.
- Reset the list if you want to start from a different set of needs.
What this tool does
- Builds a list of features from the answers you tick.
- Keeps those answers in this browser.
What this tool does not do
- Recommend a bank.
- Confirm that a feature is available to you.
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