Financial Literacy Digest: Winter 2026

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Have a financial literacy event worth noting? Rolling out a new financial education initiative or product? [Contact OCC Community Affairs](mailto:communityaffairs@occ.treas.gov?subject=Inquiry: Financial Literacy Digest) .

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The Office of the Comptroller of the Currency's (OCC) Financial Literacy Digest is a quarterly e-newsletter that lists events, initiatives, and other resources offered by the OCC and other government agencies and organizations. ( View disclaimer )

Now in Session: Financial Literacy Education

New Resources and Initiatives

Now in Session: Financial Literacy Education

Throughout the year, organizations convene to discuss developments in financial literacy. This digest highlights opportunities to learn more about personal finance education this winter, as well as other valuable resources offered by financial literacy education organizations. Listed events link directly to sponsors' websites.

New Resources and Initiatives

Trump Accounts Jumpstart the American Dream

This website provides information on Trump Accounts. Trump Accounts are tax-advantaged investment accounts for U.S. citizens under age 18. The initiative will launch in July 2026.

Crypto Asset Custody Basics for Retail Investors – Investor Bulletin

The Securities and Exchange Commmission's Office of Investor Education and Assistance issued this Investor Bulletin to help educate retail investors about the ways investors can hold crypto assets. It provides an overview of types of crypto asset custody and provides tips and questions to help investors decide how to best hold crypto assets.

A Pervasive Threat: Analyzing Recent Survey Data on Fraud and Scams

This brief includes data from the Understanding America Survey (UAS), conducted by the Aspen Institute between December 2024 and January 2025, about the prevalence of fraud and scams in the United States. The survey asked respondents to share information about their experiences with fraud and scam and analyzes the findings.

The Power of Collaboration: A Guide for Nonprofits to Partner with Banks

This guide from the American Bankers Association Foundation encourages nonprofits to be intentional and strategic in establishing relationships with banks, including around design and delivery of financial literacy programs. The guide provides nonprofits with insights on how banks operate and are regulated, as well as actionable steps for pursuing these relationships.

For more resources, visit the OCC's Financial Literacy Resource Directory , which contains resources published in previous Financial Literacy Digests .

Visit the Financial Literacy Resource Directory

OCC Community Affairs: Learn More

See other OCC Community Affairs publications .

Have a financial literacy event worth noting? Rolling out a new financial education initiative or product? [Contact OCC Community Affairs](mailto:communityaffairs@occ.treas.gov?subject=Inquiry: Financial Literacy Digest) .

Disclaimer

The information in the Financial Literacy Digest was obtained from publicly available sources. Inclusion of a non-OCC event, activity, product, or hyperlink in this newsletter does not constitute an endorsement by the OCC. The OCC provides this information as a member of the Financial Literacy and Education Commission, established by the Fair and Accurate Credit Transactions Act of 2003, to "improve the financial literacy and education of persons in the United States." The OCC does not exercise editorial control over any of the information in non-OCC websites and cannot guarantee the accuracy of the information.