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Total balance
Accounts
Monthly budget
Loan balance
Retirement goal
Maximize your income and build lasting wealth
Budget smarter, borrow fairly and invest for the long run, all from one account you can open online in minutes.
Crest Financial Bank is [licensing status, regulator and deposit insurance statement]. Products are subject to eligibility and terms.
Plan it, pay it down, grow it
Four tools that work together, so every decision about your money starts from the same clear picture.
Monthly budget
$3,240 of $4,000
Set limits by category and get a heads-up before you overspend, not after.
Debt payoff plan
$12,480 left to repay
Bring balances together, see one clear payoff date and talk to an advisor who works on your side.
- Consolidated rate from [X.X]% APR
- Payoff date: [Month Year]
- Next payment due in 6 days
Portfolio value
$48,920
Pick a risk level, automate monthly contributions and follow every holding in one view.
Investments are not deposits and can fall in value. [Investment product disclosure]
Retirement goal
On track for age 60
See what you need, how far you’ve come and the one change that would move your date forward.
- Emergency fund complete
- Pension contribution: [X]% of income
- Next review: [Month Year]
Accounts that start simple and grow with you
Deposit accounts
An everyday account for salary, bills and spending, with instant alerts on every payment.
[0] monthly fee
Fees and limits apply2
Savings accounts
Flexible and fixed-term savings with goals, auto-save rules and round-ups.
Up to [X.XX]% APY
Variable rate2
Loans and advances
Personal, auto, home and business loans with your rate shown before you apply.
From [X.X]% APR
Subject to approval3
Built for businesses that move money every day
Collect payments, return them without friction, hold funds safely between parties and get finance when you need it.
Money collection
Payment links, invoices and virtual accounts that reconcile themselves.
Seamless refunds
Full or partial refunds in a few clicks, with customers kept in the loop.
Escrow services
Funds held by Crest until both sides confirm the deal is done.
Financial services
Working capital, trade finance, treasury and advisory.
People who bank with Crest
Real customers, real words. Testimonials below are placeholders until Crest supplies approved quotes.
As featured in
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Open your account in minutes
Apply online, verify your identity and start using your account [the same day].