I just opened my CD account and decided I do not want it. Can I close it?
We understand that plans can change! New accounts are subject to a 5-business-day hold on the initial deposit to allow the funds to fully clear. If your account was opened within the last 5 business days, you may contact your funding bank to request a stop payment on the initial deposit. If a stop payment […]
Whom can I contact with questions about my Quontic 1099 tax forms?
Please send us a message via Message Center through your Online Banking Portal or visiting our Contact Us Page.
What if I didn’t receive my tax document?
If you have not received your 1099 tax form by the second week of February, you can request an electronic copy of your mailed form. Click here to submit your request.
How do I know if I will get a 1099 Tax Form?
If your account earned $10 or more in interest during the tax year, a 1099 form will be mailed to the address we have on file. You’ll need this form when filing your taxes. Current Clients:You can check your year-to-date interest through Online Banking or the Mobile App: Online Banking (Desktop):• Accounts → Tax Information• […]
Can my Tax Form be forwarded to a different mailing address set up with the United State Postal Service?
No, the Tax Form cannot be forwarded to an alternate address registered with the United States Postal Service. If you believe that we have an incorrect mailing address for you, please contact us through your online banking portal to update your contact information.
Can a joint owner submit an electronic request copy of the Tax Form?
No, only the primary account holder of the account is authorized to submit a request for an electronic copy of their Tax Form. The primary account holder must contact us or submit the request.