Set & Save™

Retirement and investing

• Retiring our investing and retirement products
• What are capital gains and how do they affect me?
• When can I get my tax documents for my Oportun investing or retirement account?
• How can I rollover into/out of my Oportun retirement account?

How savings works

• For savings-only members: How to save more comfortably from a linked bank account
• For savings-only members: Saving from a linked bank account
• Set & Save™ goals and goal settings
• For savings-only members: Oportun's savings bonus
• Getting covered for overdraft fees
• For savings-only members: Referring friends to Oportun Savings