Flourish Cash
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General
- What are the fees associated with having a Flourish Cash account?
- What types of accounts does Flourish Cash support?
- Is there a maximum Flourish Cash balance?
- How much FDIC insurance will I receive?
- Do you support joint accounts titled as Tenants by the Entirety?
- What’s the difference between Flourish Cash and a savings account?
Crypto
- Paxos maintenance windows
- What cryptocurrency tokens do you offer?
- What account types does Flourish Crypto support?
- What is Flourish Crypto's pricing?
- How do I pay Flourish Crypto fees?
- Are there any transfer or transaction limits?
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 opt out of moving funds to a specific Program Bank?
- 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 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?
- Can I remove an existing bank account connection?
- Why do I see a “Please relink your account” message for my bank connection?
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
- 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?
- Can I add or remove an Authorized Person at a later date?