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Multi-Client Management Account

With our Multi-Client Management account, you can consolidate all your clients’ individual accounts under one umbrella and each account still earns interest. Bookkeeping will be simplified and tax reporting made more efficient.
Benefits
  • One master checking account and unlimited savings sub-accounts for clients so you can manage your finances more effectively
  • Single monthly statement with detailed information about all accounts for a quick and easy overview 
  • Sub-accounts earn interest 
  • No fees on incoming wires
  • FDIC-insured to the legal maximum for your protection and peace of mind

  • Product Details
  • Withdrawals from sub-accounts only by transfer to master account
  • No minimum opening balance
  • No monthly fee
  • First Republic prepares year-end 1099 statements for each individual client account
  • Featured Services
    • We offer a variety of checking account options that come with a host of featured services designed for security, convenience and service.

    • Whether you're saving for the short- or long-term, we have a variety of savings accounts tailored to your needs.

    • Our seasoned bankers tap their specialized industry knowledge to craft customized solutions that meet the financial needs of your business and deliver our service with an unwavering desire to exceed expectations. 

    • Purchase or create housing, the perfect workspace, and other developments with customizable, cost-effective lending solutions.

    • Manage seasonal expenses or prepare for short-term spending with our business-friendly lines of credit. 

    • Manage your money conveniently and efficiently with 24/7 access to your business accounts through Corporate Online banking. 

    Member FDIC, Equal Housing Lender