2.6 Action plan

In this module, you've learned a lot about banking. Now you can put your learning into practice. Use this action plan to track your progress as you take the next steps to manage your banking, now and in the future.

Banking checklist
Step I'm OK Needs work Where to look for more information

Open a chequing account for day-to-day banking

Types of deposit accounts

Check that my chequing account provides the banking services I use regularly

Types of deposit accounts

Compare the cost of my chequing account with other accounts. It’s easy using the Financial Consumer Agency of Canada's Account Selector Tool

Types of deposit accounts

Open a savings account for money I don’t need every month

Types of deposit accounts

Compare the interest I get on my savings account with other accounts. It's easy using the Financial Consumer Agency of Canada's Account Selector Tool

Types of deposit accounts

Avoid automated teller machines (ATMs) or cheque-cashing services that are not provided by my financial institution

Transaction and service fees

Check my account statement every month (either online or a mailed statement) to check for errors or transactions I did not make

Banking and fraud

Keep my debit card secure and use it only when it is safe

Banking and fraud

Create a personal identification number (PIN) that is hard to figure out and don’t share it with anyone

Banking and fraud

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