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  2. Flourish Cash
  3. Funding and Withdrawals

Funding and Withdrawals

  • How does the Target Balance work in SmartBalance?
  • How can I cancel SmartBalance?
  • 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?
  • Can I remove an existing bank account connection?
  • Why do I see a “Please relink your account” message for my bank connection?
  • What is the difference between withdrawing funds via ACH transfer versus wire transfer on Flourish.com?
  • Can I wire funds to a third-party account, such as an escrow account?
  • How do I cancel or modify SmartBalance?
  • What is the SmartBalance schedule?
  • Are there any restrictions to consider when withdrawing money from my Flourish Cash account?
  • How can I manually link my bank accounts to my Flourish Cash account using my bank account and routing number information?
  • How can I connect my Flourish Cash account to my external institution through my external institution?
  • Can I wire funds out of my Flourish Cash Account?
  • How can I share my Flourish Cash account and routing number details with my advisor?
  • Where can I find my Flourish Cash account and routing number (ABA) details?
  • How can I initiate a transfer to or from my Flourish Cash account via flourish.com?
  • Is there a limit on the number of transfers I can request?
  • What is the transfer request deadline for transfers involving external accounts placed via flourish.com?
  • How do internal transfers work?
  • Where can I find my bank account number and bank routing number?
  • If I have a joint Flourish Cash account, can either my partner or I initiate transfers?
  • Why isn’t Flourish SmartBalance available for my bank account?
  • What if I don’t have enough cash in my account for all of my automatic transfers?
  • Why have I been locked out of one of my external accounts?
  • Why can’t I unlink all of my accounts?
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Legal and Privacy


Flourish's offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC (doing business in California under the name Flourish Digital Insurance Agency), and, where applicable, Flourish Financial LLC. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2026 Flourish. All rights reserved.