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Given Ms. Chan's client profile and financial priorities, which of the following options would be most beneficial to her? Move from Enhanced Checking to a

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Given Ms. Chan's client profile and financial priorities, which of the following options would be most beneficial to her? Move from Enhanced Checking to a Premier Checking account A Refinance her mortgage for a lower, variable rate Add direct deposit for Enhanced Checking Set up a monthly automatic transfer of $30 from Enhanced Checking to Basic Savings CLIENT PROFILES CHECKING & SAVINGS CREDIT CARDS LOANS BACK TO QUESTION Client: Jasmine Chan Ms. Chan recently moved to the area. You learn she recently made a $23,000 deposit into her Basic Savings account from the sale of her previous home. She wants to keep the .funds easily accessible and get the best return. She also prefers stability and predictability in her finances. Current Balance Interest Rate Products Enhanced $4,780.22 N/A Checking Basic $83,654.17 0.02% Savings Home $35,623.52 Fixed 4.25% Mortgage Basic Credit $0.00 14.99% Card

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