Flourish Cash
Contact Us
General
- How can I set up Bill Pay or Direct Deposit with my Flourish Routing Numbers?
- How can I replace my standard Cash account with a like-type Revocable Trust account?
- How can I change my residential or mailing address?
- Where can I see the maximum FDIC coverage available for my account based on my Program Bank deposit settings?
- What are the fees associated with having a Flourish Cash account?
- What types of accounts does Flourish Cash support?
Getting Started
- How can I link my bank accounts to my Flourish Cash Account?
- How do I create a joint Flourish Cash account?
- How can I change what form of multi-factor authentication I use?
- How can I exclude a Program Bank from receiving my deposits?
- What forms of multi-factor authentication do you support?
- What if I don’t have access to my method of multi-factor authentication?
Funding and Withdrawals
- How can I cancel my recurring transfer series?
- How can I restore a bank connection that is no longer syncing?
- How do recurring transfers work and how can I set them up?
- How can I set up SmartBalance?
- How can I fund my Flourish Cash account?
- How can I wire money to my Flourish Cash account?
Tax Documents and Statements
- How can I share my account statements and 1099 Forms with my advisor?
- I’m subject to back-up withholding - what should I do?
- Where can I find my Flourish Cash account number?
- Where can I find my account statements?
- My partner and I both have Flourish Cash accounts; how many tax forms (1099-INT) will we receive?
- Will I receive just one tax form (1099-INT) or many tax forms?
Account Settings
- How can I change the name associated with my Flourish Cash account?
- Can I close my account at any time?
- If I have a joint Flourish Cash account, can either partner close the account?
- What if I forget my password?
- How can I change my password?
- How can I change my email address?
For Organizations
- How can I set up an Institutional account?
- What if I don’t have a document that names the Authorized Person that I wish to add?
- Can I open an Institutional account using the same profile and email that I use for my existing personal account(s)?
- What types of institutional Flourish Cash accounts do you support?
- What information will I need to open an Institutional account?
- Can I deposit more than you can keep FDIC insured?
For Advisors
- How can I download a report for all of my client accounts?
- Can clients link Flourish Cash accounts to brokerage accounts?
- How can my client change advisor visibility settings?
- How can I set up an integration through eMoney, Orion, or Tamarac?
- How to prefill application information for clients
- As an Executive, what should I do when an Advisor leaves my firm?