Banking for Accounting and Financial Services Firms

From personal lending for capital contributions to partner contributions with deposit accounts that link your firms’ and clients’ accounts, our team is here to help develop simple, flexible solutions to fit your firm's complex needs.
Have us contact you > fundraising or financing fundraising or financing

From personal lending for capital contributions to partner contributions with deposit accounts that link your firms’ and clients’ accounts, our team is here to help develop simple, flexible solutions to fit your firm's complex needs.

Have us contact you >

overview of offerings

  • Business Analyzed Checking

    Enjoy a flexible checking account that rewards you for a high balance and receive a competitive earnings credit rate that can help offset monthly fees for essential business services.

  • Revolving Lines of Credit

    Borrow as much or as little as required to meet seasonal working capital needs.

  • Term Loans

    Finance longer term investments such as expanding your offices, updating technology or growing your firm.

  • Professional Loans

    Take advantage of tailored loans designed to fit the individual needs of your professionals for capital and partnership requirements.

  • Treasury Management Services

    Take advantage of a full suite of treasury management products to maximize the use of cash, including wire transfers, lockbox services and remote deposit capture.

  • Fraud Management Solutions

    Help protect your accounts with Check and ACH Positive Pay services via Corporate Online to monitor and detect fraud.

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Our Business Bankers are ready to tailor financial solutions to suit your individual needs.