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Jake
Jake (@guest_2004635)
February 14, 2025 14:50

Followed up with CS after reading here that it may not be “average” daily balance. CS confirmed, 5 day cushion after opening then $3,500 min required every day. My deposit didn’t hit until day 10, so they say I’m already disqualified. Terms seem pretty muddy to me, but with the CFPB dead now, fighting it seems like a waste of time. Will be pulling money today.

2 Good 2B
2 Good 2B (@guest_1999073)
February 6, 2025 07:01

I did a small push from Relay Financial business checking to OakStar with memo of “Payroll”.
One it cleared at OakStar, it coded as CCD.

“PAYROLL FIRSTNAME LASTNAME CCD”

Thoughts?

DJen
DJen (@guest_1999164)
February 6, 2025 10:02

I’ve never seen the code “CCD” be used before. I searched online, and CCD is used to code business payments to vendors. I’m not sure if that will qualify as a DD.

FWIW, I used real DD, and it coded as “PAYROLL COMPANY NAME PPD”

2 Good 2B
2 Good 2B (@guest_2000554)
February 8, 2025 08:18

Chase Business Checking codes as
“PAYROLL FIRSTNAME LASTNAME PPD”. Probably the way I’ll go moving forward.

DJen
DJen (@guest_2000793)
February 8, 2025 16:11

Yah, you really can’t go wrong with Chase Biz!

Neil
Neil (@guest_1997645)
February 4, 2025 04:51

Is it expired?

Bedu
Bedu (@guest_1997776)
February 4, 2025 11:02

Page is still up but expired per terms. Accounts have to be opened by 1/31/25

🌸 Natalie 🌸
🌸 Natalie 🌸 (@guest_1998330)
February 4, 2025 23:25

Did you by chance check if it will still work by calling them? Will give them a call tomorrow if not.

Flynn
Flynn (@guest_1994663)
January 31, 2025 09:56

Like MOTDOC I’m concerned about the $3,500 daily balance requirement vs. a more typical avg. daily balance. I messaged CS for clarification and they just copy-pasted the terms (which make it sound like you needed to have opened the account with $3,500+). I’m hoping this is just a case of the terms being poorly written.

mothman69
mothman69 (@guest_1994682)
January 31, 2025 10:28

I selected to fund via a connected bank account during the application, but the actual transfer still took 1-2 business days before posting to OakStar. That means I have a few days of $0 balance. The only possible way to have a $3500 balance beginning on day 1 is to open in-branch with cash or check. I’m pretty confident that they will look at the average daily balance over the first 90 days, so I plan to just add a bit more $$ to compensate for the $0 days.

DJen
DJen (@guest_1994765)
January 31, 2025 12:41

JohhnyBGood posted a copy of the message he got from CS. You can see what it says if you scroll down in the comments. They start the clock after day 5 for the $3,500 balance. So, you should be set if you opened the account with $3,500.

2 Good 2B
2 Good 2B (@guest_1993289)
January 28, 2025 23:13

As far as what works to trigger the bonus (as there are no current DPs): Theory incoming!

Not sure if this holds any weight, but hear me out… I just noticed the app interface for OakStar is identical to the app for Simmons Bank that I recently opened an account at for a different bonus posted recently. (https://www.doctorofcredit.com/ar-mo-ks-simmons-bank-900-checking-bonus/). It’s just different colors with same exact interface. They also had required the same identify verification to open the account, with taking your selfie (open mouth, close mouth, etc.)

Do we think there is any chance in hell they would have the same criteria for what counts as a DD? Maybe we can see what is working for Simmons Bank for testing with OakStar?

Please discuss.

S
S (@guest_1993674)
January 29, 2025 17:18

they have the same interface as busey bank as well (which seemed to require an actual employer payroll dd to trigger their bonus- i had some issues getting the account added so ran right down to the wire to get the first direct deposit to work, none of my ‘fake’ options seemed to work- csr had said the bonus should post shortly after i met the requirements rather than waiting til the end of the promo period)- real dd coded as “[employer name] DIRECT DEP” while fidelity (regular brokerage acct) coded as “FID BKG SVC LLC MONEYLINE [my name]” and ach push from another bank coded as “[bank name] DR. TRANSFER ONLINE-BK”

S
S (@guest_1993676)
January 29, 2025 17:19
  S

i should say, those codes were for busey bank (which uses the same interface as oakstar), NOT oakstar itself

2 Good 2B
2 Good 2B (@guest_1993803)
January 29, 2025 20:27
  S

It’s just a theory at this point! Thanks for the data

mothman69
mothman69 (@guest_1994211)
January 30, 2025 16:15

Other banks/CUs with same interface as OakStar:

OMNI Community Credit Union
Pelican State Credit Union
Busey Bank
Old Second National Bank

They all also share the same 2FA number for sending out one-time codes: 53286

Bedu
Bedu (@guest_1997778)
February 4, 2025 11:04

Definitely codes the same as Old Second National Bank. Fidelity shows up as PPD. Fidelity also showed up as PPD and worked for Old Second bonus. However, Busey is more picky (fidelity does not work) so risky to try fake DD

Rhonda
Rhonda (@guest_1993131)
January 28, 2025 17:58

I applied on January 2, received signature card, signed and returned. Four days later received an e-mail that I was denied and come into branch. Branch will not accept promo code since it is online only.

mothman69
mothman69 (@guest_1993087)
January 28, 2025 16:58

P1 approved with Chex numbers 1/1, 4/3, 7/6, 20/12.
P2 approved with Chex numbers 0/1, 1/3, 4/6, 11/12.

Application ID verification did not work on Firefox, I had to use Chrome to get the little QR code window to come up (Firefox was a constant loading wheel). Scan QR code to capture front/back of ID and take a selfie.

Initial funding options (no cc funding):
–set up your payroll for direct deposit
–transfer from another financial institution (via Plaid)
–transfer from an existing OakStar account
–cash deposit at your local branch
–check deposit at your local branch

Chex pull is not immediate when submitting the application, but it will happen a few hours later before receiving an email for a signature card. Once you sign and submit the signature card, you will receive an email the next business day telling you that your account is ready with a link to a secure message containing your account number (if you didn’t already get it from the signature card document).

Bedu
Bedu (@guest_1993692)
January 29, 2025 17:46

Did your signature card have the promo code attached to it under the bonus section? I entered the promo code but mine was blank on the signature card

mothman69
mothman69 (@guest_1993724)
January 29, 2025 18:33

Neither of our signature card documents had anything in that bonus section. It looks like a paperwork form holdover from old bonus offers they used to do (before online applications). I doubt it has any significance for this bonus offer, since I assume everything is now automatically tracked by their application software and back-end systems.

Jay 🔗
Jay 🔗 (@guest_1993889)
January 30, 2025 00:32

I can’t even get to the next step after inputting the promo code/initial name and info stuff. There doesn’t seem to be an advance to next step button for some reason.

S
S (@guest_1993891)
January 30, 2025 00:38

you have to fill out all of the fields (including middle name, even if you don’t have one) for it to populate additional fields to fill (each time, you have to fill out everything before the form adds fields for you to continue)

person
person (@guest_1993063)
January 28, 2025 16:26

how long after signing the signature card should I be able to enroll in online banking? it’s been awhile since the account wasn’t setup directly after approval.

S
S (@guest_1993071)
January 28, 2025 16:34

i got a secure email about a day after signing the signature card- if you downloaded a copy of the signature card, the account number should be on it as well, can use that to register for online banking but it might not be ready to go until they send you the confirmation

Maya
Maya (@guest_1993073)
January 28, 2025 16:37
  S

Did they ask you to thaw chex and re-apply before approving your application?

S
S (@guest_1994199)
January 30, 2025 16:00

yes- but they don’t seem to be very sensitive. my one-month count was 0, but everything else was quite high (i listed it out elsewhere)

favo🔗
favo🔗 (@guest_1993060)
January 28, 2025 16:23

Applied a few days ago with chex frozen. Received a denial email yesterday asking me to thaw chex and re-apply. I thawed my chex and replied, received another denial email telling me to go to branch and apply in person. They did not pull chex before the second denial.

JimmytheGreek
JimmytheGreek (@guest_1993220)
January 28, 2025 20:23

Good, serves you right. Too bad you didn’t get two Chex inquiries 😂

person
person (@guest_1992688)
January 27, 2025 22:08

If they pull chex it must be done manually, applied and no chex pull. It’s usually pretty up to date in my experience.

2 Good 2B
2 Good 2B (@guest_1992858)
January 28, 2025 10:08

Agreed. I applied last night. Chex pull this morning and then got sent the signature card to e-sign 5 minutes later.