Traphagen Wealth Radio
Introduction of 'Flourish Cash'; A New Cash Management Tool
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:06:17
- More information
Informações:
Synopsis
This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our portfolio operations specialist. This is a discussion of the following: 1. Introduction of 'Flourish Cash'; a new FDIC insured, high yield savings account we are offering to our clients through a partnership with Stone Ridge. There is no fee of any kind to open a Flourish account. 2. Discussion of the advantages of Flourish compared with most checking/savings accounts 3. Steps clients need to take to open a Flourish Cash account