Streamlined cash management solution offering competitive yields, FDIC insurance, and flexibility for financial advisors and their clients.

Key Features

High-Yield Cash Management Provides attractive yields on cash balances.

• Competitive industry rates.
• No balance minimums or annual fees.

FDIC Insurance Coverage Ensures security for clients' funds through partner banks.

• Coverage up to $1 million for individual accounts.
• Coverage up to $2 million for joint accounts and $1 million for trust accounts.

Flexibility and Accessibility Allows clients to access funds anytime.

• Withdrawals can be initiated at any time.
• No restrictions on account size.

Integrated Trust Accounts Streamlines financial data management for advisors.

• Simplifies cash management by consolidating data.
• Eliminates reliance on third-party solutions.

Benefits

Enhanced Financial Visibility Simplifies advisors' ability to manage client finances effectively.

• Consolidates data into one platform.
• Improves decision-making with comprehensive insights.

Ease of Use Offers a seamless cash management experience for clients and advisors.

• Accessible funds without complex processes.
• No hidden fees or account size limitations.

Security and Trust Provides peace of mind with FDIC-insured deposits.

• High levels of coverage across account types.
• Reliable banking partnerships ensure safety.