Your life. Your plan.
What I need from my bank
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How I want to use the account
Income, bills, cash, purchases and saving.
Access changes I need
Communication, appointment, statements, card and device needs.
Documents I can use
Ask what the bank will accept. Do not write document numbers here.
Help I choose
Who can help, with which tasks and under what authority?
Costs and questions
Charges, borrowing rules and things I need explained.
What the bank agreed
Contact, next step and review date.