Can clients link Flourish Cash accounts to brokerage accounts?

Flourish Cash was built to support transfers to and from checking and savings accounts, as many brokerage accounts make it difficult to transfer money out through the standard bank electronic transfer network. As a result, brokerage accounts cannot be linked to a Flourish account via flourish.com (except for Fidelity accounts, which can be linked manually by the client via flourish.com). Instead, you can help the client create a link to their existing brokerage accounts through the brokerage firm’s standard standing instructions process, such as Schwab’s MoneyLink and Fidelity’s Standing Payment Instructions. 

Unfortunately, Flourish Cash accounts cannot be directly linked with TD Ameritrade brokerage accounts through any method, and we do not have a precise date for when/if this functionality will become available.

When linking the Flourish Cash account through the brokerage firm, the brokerage firm may require a letter containing your client’s Flourish Cash ACH details (in lieu of a voided check). You can find this information here. 

Related: Advisor guide to brokerage account linking