For Organizations
- What types of institutional 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?
- Will I be informed when other Authorized Persons make a transfer or a significant change?
- Will other Authorized Persons see my personal accounts if I use the same login profile to access all of my Flourish Cash accounts?
- Will my advisor see my organization’s Flourish Cash account information?
- Can I add multiple Authorized Persons?
- What is an Authorized Person?
- Can I open an account for an organization online?
- How long does it take to open a Flourish Cash account for an organization?
- Are there really unlimited transfers?
- Can I keep my existing bank accounts?
- Can I remove Authorized Persons and/or assigned persons?
- Is there a log of actions by all users I can view?
- Can I set different levels of privileges for different Authorized Persons?
- Do I have to open accounts with each Program Bank?
- When another Authorized Persons makes a transfer will I be informed about it?
- Will I need to provide information about Ultimate Beneficial Owners (UBOs) during the account opening process?
- Can I open accounts for multiple organizations?
- Can I open multiple Flourish Cash accounts for the same organization?
- Can I also open a personal Flourish Cash account?
- What if my business has an existing account at one of your Program Banks?