An institutional cash vehicle available to
advisors and their HNW clients
Earn acompetitive rate
400x the federalinsurance limit
No account fees
Account size
Earning Potential
National Savings Account Average
0.43%2
With FICA
4.25%
Use the slider to see how clients can earn a higher
APY on their held-away cash
The FICA Difference
Capture held-away cash and optimize existing cash balances
Deposits go toward funding local communities, creating jobs, building infrastructure, expanding social programs and growing local tax bases
Integrated with majordata aggregators
White labelcapabilities available
Simple account
opening experience
Established tool to attract new assets,
accounts, and quality referrals
Trusted with approximately $22 Billion in cash deposits
(as of 3/31/24)
As Seen In
What to expect
Advisors receive 100% turnkey marketing, sales, and client support to help:
Strengthen relationships and bring unique value to existing clients
Quickly attract held-away cash
Increase qualified referrals of wealthy individuals