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.
| Step | I'm OK | Needs work | Where to look for more information |
|---|---|---|---|
Open a chequing account for day-to-day banking |
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Check that my chequing account provides the banking services I use regularly |
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Compare the cost of my chequing account with other accounts. It’s easy using the Financial Consumer Agency of Canada's Account Comparison Tool |
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Open a savings account for money I don’t need every month |
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Compare the interest I get on my savings account with other accounts. It's easy using the Financial Consumer Agency of Canada's Account Comparison Tool |
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Avoid automated teller machines (ATMs) or cheque-cashing services that are not provided by my financial institution |
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Check my account statement every month (either online or a mailed statement) to check for errors or transactions I did not make |
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Keep my debit card secure and use it only when it is safe |
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Create a personal identification number (PIN) that is hard to figure out and don’t share it with anyone |
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