Life moments, celebrated and supported
Every milestone is optional and configurable. When one is reached, the institution can quietly open a relevant next step — never a sales pitch.
2 of 8 enabled milestones reached. Milestones are turned on and off in the partner portal.
First savings goal reached
Reached 2026-02-08The member funded their first goal in full.
Opens: $10 goal-completion bonus deposit
Honor roll
UpcomingA reported honor roll term.
Opens: Prize drawing entry + certificate
Birthday
Reached 2026-06-14Celebrated each year on the member's birthday.
Opens: Birthday seed bonus
Graduation
UpcomingMiddle school, high school or college.
Opens: Scholarship application opened
First job
UpcomingFirst direct deposit received.
Opens: Free checking upgrade + payroll split setup
Driver's license
UpcomingNewly licensed member.
Opens: Auto insurance partner review
First car
UpcomingFirst vehicle purchase.
Opens: Preferred auto loan rate
College acceptance
UpcomingAccepted to a college or trade program.
Opens: Scholarship opportunity + student account
Milestone offers are illustrative. Eligibility, disclosures and fulfilment stay with the institution.