Easy Savings Account FAQs

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What are the fees associated with the H&R Block Easy Savings account*?
Account Opening  $0
Minimum Initial Investment  $300
Deposit  $0
Annual Account Maintenance  $0
Account Termination  $0
Returned Check/ACH  $20
Statement Duplicate Copy  $3
Wire Transfer Out  $15
Withdraw By Mail  $0
ATM Withdrawal**  $0.50
ATM Balance Inquiry**  $0.50


* Rates and fees are subject to change.

** If you use an ATM not owned by us for any transaction, including a balance inquiry, you may be charged an additional fee by the ATM operator even if you do not complete a withdrawal. This additional ATM fee is a third party fee amount assessed by the individual ATM operator only and is not assessed by us. This additional ATM fee amount along with the $0.50 withdrawal and balance inquiry fee charged by the H&R Block Bank, will be charged to your Card.

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How often will I receive statements?
Your account statements will be mailed to you by the H&R Block Bank at least on a quarterly basis, but monthly if there is any activity on the account.

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At which ATMs will I be able to access my money in my H&R Block Easy Savings account?
Your card will continue to be good at any NYCE™ or Cirrus™ network ATMs.

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How do I make additional deposits to my H&R Block Easy Savings account?
There are several ways to make additional contributions to your account.

You can mail a check to be deposited into your H&R Block Easy Savings account. Please include your account number on your check, and mail to:

H&R Block
P.O. Box 2415
Omaha, NE 68103-2415

You can set up automatic deposits into your H&R Block Easy Savings account. A specific amount is withdrawn from your checking account on a monthly basis and contributed to your H&R Block Easy Savings account. Complete a Direct Deposit form, attach a voided check and mail to:

H&R Block
P.O. Box 2415
Omaha, NE 68103-2415

You can also make a deposit to your H&R Block Easy Savings account when you get your taxes prepared with H&R Block next year. You can use your refund, check, 1-time debit or set up monthly automatic debits from your checking account at that time as well.

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How do I change my address on my account?
If you move and need to have the address on your H&R Block Easy Savings account changed or updated, complete and submit a Change of Address form. The following fields must be completed: account number, entire address printed clearly, signature and date. Once complete either fax to 1-866-812-3144 or mail to:

H&R Block
P.O. Box 2415
Omaha, NE 68103-2415


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What number do I call if I have questions about my account?
Please call 1-800-HRBLOCK, and select the Savings Products option.

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What should I do if my H&R Block Easy Savings ATM Card is lost or stolen?
If your card is lost or stolen, you should call 1-800-HRBLOCK as soon as possible. For more information, refer to your H&R Block Easy Savings ATM Card Cardholder Agreement.

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Can I use my H&R Block Easy Savings ATM Card to purchase goods or services?
No, your H&R Block Easy Savings ATM card is limited to ATM withdrawals only. All ATM transactions are treated as cash withdrawal transactions. You can access cash with your card at any ATM displaying the Cirrus™ or NYCE™ brand.

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How is my money invested?
The H&R Block Bank invests your money in an FDIC insured money market account.

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How do I set up monthly automatic deposits to my H&R Block Easy Savings account?
You can set up automatic deposits into your H&R Block Easy Savings account. A specific amount is withdrawn from your checking account on a monthly basis and contributed to your H&R Block Easy Savings account. Complete a Direct Deposit form, attach a voided check and mail to:

H&R Block
P.O. Box 2415
Omaha, NE 68103-2415


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Where can I find the current interest rate on my H&R Block Easy Savings account?
You can get the latest interest rate by going to the H&R Block Easy Products Rates page.

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Can I access my H&R Block Easy Savings account online?
Yes, you can set up access to review your account online. Please call 1-800-HRBLOCK and select the Savings Products option.

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Can I open an H&R Block Easy Savings account if I don't get my taxes done with H&R Block?
No, in fact, this product is no longer being offered to clients of H&R Block Tax Offices either. H&R Block now offers H&R Block Emerald Savings accounts. See your tax professional to find out more options.

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I have an H&R Block Easy Savings Account and would like to transfer the funds into a new H&R Block Emerald Savings account. What do I do?
You'll need to speak to a client service representative. Please call 1-800-HRBLOCK and select the Savings Products option.

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