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  2. Flourish Cash
  3. Account Settings

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?
  • How can I add to or change my phone numbers?
  • What happens if I leave my investment advisory firm?
  • Can I add a beneficiary to a Flourish Cash account?
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.