One of my 90 day BluPeak CD’s matured a couple days ago. I was getting 4.25% APY and it just now renewed to a paltry 0.25%. It was time to close it out. A friend suggested to me that I didn’t need to call it in, that I could just make the request via Secure Message (SM). So I decided to try out this method instead of the usual call.

I was alerted it matured yesterday by a calendar event. (I always setup calendar events when opening up new CD’s to alert me on the day after maturity to close it out.)

So what I did yesterday was very simple. I clicked on “Secure Support” from the dashboard home page.

And then just typed the following simple message. I duplicated the same exact text in both the title and body of this secure message — where the X digit is the actual last digit of my CD account number in the dashboard :

Please close CD #100X and transfer balance to Preferred Savings

That simple message seemed to do the trick as I received the following email today:

I then logged into my portal and in fact the CD account #100X was no longer there and I saw that all the cash which was in the CD was in my Preferred Savings account.

I checked out the Secure Support message portal and saw I received the following message from the rep who processed this request.

More information about BluPeak CD’s can be found in my article Bank Accounts w/ $1000+ Credit Card Funding.

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