| 2020 | Bank of America (Cash Accounts) | M |
| 2020 | Bank of America (Cash Accounts) | M |
| 2020 | Bank of America (Cash Accounts) | M |
| 2020 | Bank of America (Cash Accounts) | M |
| 2020 | Capital One (Cash Accounts) | J |
| 2020 | Capital One (Cash Accounts) | J |
| 2020 | Capital One (Cash Accounts) | J |
| 2020 | Capital One (Cash Accounts) | J |
| 2020 | Luther Burbank Savings(IRA)(CDs) | J |
| 2020 | Luther Burbank Savings(IRA)(CDs) | J |
| 2020 | Luther Burbank Savings(IRA)(CDs) | J |
| 2020 | Luther Burbank Savings(IRA)(CDs) | J |
| 2019 | Bank of America (Cash Accounts) | L |
| 2019 | Capital One (Cash Accounts) | J |
| 2019 | Luther Burbank Savings(IRA)(CDs) | J |
| 2018 | Bank of America (Cash Accounts) | L |
| 2018 | Capital One {Cash Accounts) | J |
| 2018 | Luther Burbank Savings(IRANCDs) | J |
| 2017 | Bank of America (cash accounts) | K |
| 2017 | Capital One (cash account) | J |
| 2017 | Luther Burbank Savings (IRAN CDs) | J |
| 2016 | Bank of America (X) | L |
| 2016 | Capital One | J |
| 2016 | Luther Burbank Savings (IRA) CD's) | J |
| 2014 | Capital One | J |
| 2014 | First Republic Bank (IRAY)CD's) | J |
| 2014 | Luther Burbank Savings (IRA)CD's) | K |
| 2013 | First Republic Bank (IRA)CD’s) | J |
| 2013 | ING | J |
| 2013 | Luther Burbank Savings (IRANCD's) | K |