This FAQ applies to Flourish Cash. You can review Flourish Crypto FAQs here.
You can easily share your Flourish Cash account and routing numbers with your financial advisor, who may be able to help connect your Flourish Cash account to your existing brokerage account.
- Log in to flourish.com
- Click on the “Settings” tab
- For each of the Flourish Cash accounts that you wish to share this information for, make sure that you have Account Permissions settings to “On” for both of the following:
- Personal ACH account and routing number visibility: When set to "On" your firm will be able to view your personal Flourish Cash account and routing numbers. They will also be able to download a letter containing this information that can be submitted to other financial institutions to verify your account's information for transfers.
*For more information, please see our Quick Guide to Electronic Fund Transfers