No. After you open a Flourish Cash account, we handle the rest. Your organization will receive a single monthly statement and one annual tax form from Flourish Cash, which you can download at any time.
Articles in this section
- What types of institutional accounts do you support?
- What information will I need to open an Institutional account?
- Can I deposit more than you can keep FDIC insured?
- Can I add or remove an Authorized Person at a later date?
- Will I be informed when other Authorized Persons make a transfer or a significant change?
- Will other Authorized Persons see my personal accounts if I use the same login profile to access all of my Flourish Cash accounts?
- Will my advisor see my organization’s Flourish Cash account information?
- Can I add multiple Authorized Persons?
- What is an Authorized Person?
- Can I open an account for an organization online?