1.

Open An Account

We know you are busy, so we keep the application as quick and painless as possible. (Takes on average only 10 minutes to complete!)

There are some legal documents we need to collect and some you’ll want to review. Once everything is signed, we can have your account open in just a few hours.

2.

Deposit Funds

Use our online portal to access your account and transfer funds via ACH or wire from your primary bank. (Yes, you can keep your bank!) We’ll take care of the rest.

You can transfer funds via ACH or wire from your primary bank. You are going to want to keep your primary bank relationship. We’ll take care of the rest. Based on what’s important to you we’ll actively manage your cash so you don’t have to.

There are many options for your funds. Visit the Solutions Finder to choose your best option

3.

Move Funds

Transfer funds back to your bank, or wherever you need them to go, through our online portal.

Processing time varies by account.

4.

Get One Statement

See all activity on one consolidated statement, even if you have multiple accounts.

Simple, transparent reporting so you know where your money is and the rate it’s earning. The best part? You only need to reconcile one statement each month. (Accountants, you’re welcome.)

hand holding a cell phone - contact us

Talk to a Person

This is your money we are talking about, a LOT of it.

While online tools are great, sometimes you want to talk to a person. We are actively managing your cash every day Monday through Friday, 8am - 5pm CST and are happy to help. Call whenever you need us.

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