BBVA Compass
Preferred Clientsm Program
Being a Preferred Client Means You Get More
The BBVA Compass Preferred Client program is our way of showing you how much we appreciate your relationship with BBVA Compass.
There are two levels of membership, so the more you bank with us, the more rewarding it is to be a BBVA Compass Preferred Client. All you need is a BBVA Compass consumer checking account and qualifying balances.
The two levels of BBVA Compass Preferred Client benefits are:
| Preferred Client | Preferred Client Plus | |
To qualify for Preferred Client, you must: |
All Preferred Client benefits, plus:
To qualify for Preferred Client PLUS, you must have a BBVA Compass consumer checking account and either:
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*Important Terms and Disclosures
BBVA Compass reserves the right to review qualifying balances for Preferred Client status on a periodic basis. BBVA Compass reserves the discretion to enroll clients regardless of presence of checking accounts or balances. BBVA Compass Preferred Client program subject to change or termination at anytime, without notice to you.
1Qualifying balances for BBVA Compass Preferred Client program:
Qualifying balances include: consumer checking, savings, and money market accounts, principal balance on loans and lines of credit, outstanding balance on credit cards, investment, and 50% of CD balances, but exclude: first lien mortgage loans, insurance, trust, and business accounts.
2Visa Check Cards:
Visa Check Cards are subject to approval, which may include credit approval.
3Preferred funds availability on daily deposits:
Deposited funds will not be held on deposits made to your consumer checking account up to $10,000 a day for the Compass Preferred Client program and $25,000 a day for the Compass Preferred Client Plus Program. Compass Bank reserves the rights to and has discretion to put a hold on items in accordance with applicable law, regulations and account agreement.
4Immediate provisional credit:
In order to receive immediate provisional credit the total amount of the claim must not exceed $5,000. If the claim amount is greater than $5,000 no immediate credit will be given. A claim is defined as the total dollar value of the combined transactions filed for dispute investigation.
5ATM Rebates:
International service fees can also be rebated upon request. Fees for point-of-sale transactions, even if made at an ATM, are not rebated. In order to receive a rebate of ATM fees, the fees must be itemized on the transaction record.
6Safe deposit boxes are subject to availability. 50% discount on larger sizes where available.
7Personal Investment Officer:
Securities and Investment products offered through BBVA Compass Investment Solutions, Inc. Member FINRA and SIPC and an affiliate of Compass Bank. Insurance products are offered through BBVA Compass Insurance Agency, Inc., an affiliate of Compass Bank.
Securities and Insurance Products:
| Are NOT Deposits | Are NOT FDIC Insured |
| Are NOT Bank Guaranteed | May Lose Value |
| Are NOT insured by any Federal Government Agency | |