Personal Accounts: By answering 7 simple questions, we'll recommend both a Checking & Savings based on your life stage, spending habits, etc.
Business Accounts: Answering 8 simple questions about your business will give us an idea of which checking account and Treasury Management tools you'll need (payroll solutions, sweeps, etc.), all depending on the size/structure of your business.
After you've gotten the recommendations for which accounts or business tools are best for YOU, just click "Contact Me" to have one of our Customer Service team members reach out with next steps. At this point, you'll SUBMIT your contact information so that we can give you a call/email.
After submitting your results, our customer service team will reach out to you via phone or email (based on your preferences) to discuss opening those accounts.
After we've received your info, we'll start working on all the back-end details and paperwork, which expedites the account opening process.
Recommends Checking & Savings Account
Bank accounts are NOT one size fits all! We understand that the account you need varies significantly based on the stage of life that you and your family are in.
Recommends Checking Account & Treasury Management Tools
The best part about the Business Account Finder is that it will recommend
Treasury Management tools that could streamline your cashflow without impacting your business's bottom line. Read more about Treasury Management here.