Set & Save™

Retirement and investing

• Retiring our investing and retirement products
• When can I get my tax documents for my Oportun investing or retirement account?

How savings works

• Setting Account Safeguards: Safe Saving Level and Low Balance Protection
• How Set & Save works to save money
• 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