TriNet

Banking solutions for TriNet clients

Customized solutions for your business and personal
banking needs










Banking solutions for TriNet clients

Customized solutions for your business and personal
banking needs


At First Republic, because we place meeting your financial needs above everything else, we partner you with a team of professionals who know you by name and can help you go from where you are today to where you want to be next.

We’ll help you get from here to there — together.

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How TriNet Can Help You


  • Free Up Time

    Outsource your HR functions to industry-specialized HR experts, so you and your team can dedicate your time and resources to your core mission.
  • Attract Top Talent

    With their comprehensive benefits and service options, you’ll have the tools you need to compete for talent — even against the giants.
  • Reduce Risk

    TriNet is a reliable ally to guide you through the unexpected and the unknown of employment-related issues, so you can protect your business.
BUSINESS BANKING OFFERINGS


  • Reduce Fees
    Benefits for New First Republic Clients:1

    Rebated TriNet fees up to $50,000 for one year2 with qualifying balances and activities

    Waived First Republic Bank fees for one year3

    Waived TriNet setup fees and discounted pricing on select TriNet services4
  • 409a Valuation
    For First Republic Clients, After One Year:1

    Utilize our market-leading 0.90% earnings credit rate5 to offset your bank and TriNet fees

    Discounted pricing on select TriNet services4
  • Suite of Critical Services
    For Existing First Republic Clients:6

    Utilize our 0.90% earnings credit rate7 to offset your bank and TriNet fees

PERSONAL BANKING OFFERINGS


  • ATM
    Virtually No ATM Fees8
    Use your ATM Rebate Checking account at virtually any ATM worldwide. We won’t charge you ATM access fees and we’ll rebate access fees charged by other institutions.
  • clients
    Fund Your Dream Home9
    Choose from competitive financing solutions for single-family homes, condos, construction and renovations, and enjoy relationship-based discounts (when available).
  • offices
    Competitive Certificate of Deposit Rates
    Place extra money in an interest-earning account for a fixed term of your choosing.10


For more information, contact your dedicated First Republic team.


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Additional Resources

1 Offers listed are effective 05/01/2020 until 01/31/2021, subject to change without notice, and are only extended to new, first-time First Republic Business Analyzed checking clients who are TriNet clients and located within the First Republic footprint. For a list of locations, please visit firstrepublic.com/locations. Fund administrators and clients working through a fund administrator are not eligible for this offer. Participants must complete the following requirements to be eligible for this offer; if at any time these requirements are not met, the participant(s) will be unenrolled and will not receive the benefits listed.

To be eligible for the fee rebate offer, you must:

a) Open a Business Analyzed Checking account. Minimum opening deposit $5,000. A monthly service fee (currently $30) will apply. Earnings credit may offset most fees based on balance maintained. Non-interest-bearing checking account; and

b) Maintain your primary banking relationship at First Republic. A primary banking relationship is defined as your operating accounts, including primary income sources, expenses and payroll; and

c) Maintain a monthly average balance of at least $100,000 in your Business Analyzed checking account; and

d) Pay TriNet directly their fees for the month.


2 Your TriNet fees will be rebated monthly for 12 months following account opening. The monthly average balance range maintained in your account will determine the monthly amount of fees subject to rebate:

– Monthly average balance below $100,000: Account does not earn any fee rebate amount for that month.

– Monthly average balance between $100,000 and $5,000,000: Account earns a fee rebate amount not to exceed $2,083.33 for that month.

– Monthly average balance of over $5,000,000: Account earns a fee rebate not to exceed $4,166.66 for that month.

To receive fee rebates, email your paid TriNet invoices for the month to VPP@firstrepublic.com by no later than the fifth calendar day of the following month. Fees will be rebated based on the invoice amount and up to the above limits with a credit to your Business Analyzed Checking account the following month after receipt of your paid invoice. Unused fee rebates do not roll over to the next month. Amount of fees rebated will be reported on IRS Form 1099-INT as interest paid in the year paid. First Republic does not provide tax or legal advice. Clients should consult their own attorneys or other tax advisors.


3 All fees listed on the Business Schedule of Fees, with the exception of overdraft and insufficient funds fees, excess activity fees on money market accounts and CD early withdrawal penalties, will be waived for one year after the account opening date and will apply thereafter.

4 Waived TriNet setup fees and discounts on select pricing on select TriNet services are available to new TriNet clients only.

5 The 0.90% earnings credit rate (ECR) will be effective one year after the account opening date and is thereafter subject to change at the Bank’s discretion. The standard ECR will not apply while the account is enrolled in this offer. To qualify for the 0.90% ECR offer, you must:

a) Maintain a monthly average balance of at least $100,000 in your Business Analyzed checking account, and

b) Maintain your primary banking relationship at First Republic. A primary banking relationship is defined as your operating accounts, including primary income sources, expenses and payroll.

The ECR will determine your earnings credit (EC) each month by multiplying the investable balance (average collected balance of your account less 10% reserve requirement) by the 0.90% ECR, then dividing by the number of days in the year and multiplying by the days in the month.

To receive fee rebates, email your paid TriNet invoices for the month to VPP@firstrepublic.com by no later than the fifth calendar day of the following month. Fee rebate will be credited to your Business Analyzed Checking account based on the available EC. EC for the month will be used first to offset eligible bank fees each month and second to rebate TriNet fees. You may be able to offset some or all of your bank and TriNet fees depending on the balances maintained in your Business Analyzed Checking account. Unused EC during the billing quarter will not roll over to the next billing cycle. Any TriNet fees rebated will be reported on IRS Form 1099-INT as interest paid in the year of the rebate. First Republic does not provide tax or legal advice. Clients should consult their own attorneys or other tax advisors.


6 Offer listed is effective 05/01/2020 until 01/31/2021, subject to change without notice and only extended to existing First Republic Business Analyzed checking clients who are TriNet clients and located within the First Republic footprint. For a list of locations, please visit firstrepublic.com/locations. Fund administrators and clients working through a fund administrator are not eligible for this offer.

Participants must complete the following requirements to be eligible for this offer; if at any time these requirements are not met, the participant(s) will be unenrolled and will not receive the benefits listed.

To qualify for this offer, you must:

a) Have a Business Analyzed Checking account. Minimum opening deposit $5,000. A monthly service fee (currently $30) is waived for the first year. Non-interest-bearing checking account; and

b) Maintain a monthly average balance of at least $100,000 in your Business Analyzed checking account; and

c) Maintain a primary banking relationship at First Republic. A primary banking relationship is defined as your operating accounts, including primary income sources, expenses and payroll.


7 The 0.90% earnings credit rate (ECR) will be effective on the next full calendar month after enrollment and is thereafter subject to change at the Bank’s discretion. The standard ECR will not apply while the account is enrolled in this offer.

The ECR will determine your earnings credit (EC) each month by multiplying the investable balance (average collected balance of your account less 10% reserve requirement) by the 0.90% ECR, then dividing by the number of days in the year and multiplying by the days in the month.

To receive fee rebates, email your paid TriNet invoices for the month to VPP@firstrepublic.com by no later than the fifth calendar day of the following month. Fee rebate will be credited to your Business Analyzed Checking account based on the available EC. EC for the month will be used first to offset eligible bank fees each month and second to rebate TriNet fees. You may be able to offset some or all of your bank and TriNet fees depending on the balances maintained in your Business Analyzed Checking account. Unused EC during the billing quarter will not roll over to the next billing cycle. Any TriNet fees rebated will be reported on IRS Form 1099-INT as interest paid in the year of the rebate. First Republic does not provide tax or legal advice. Clients should consult their own attorneys or other tax advisors.


8 Domestic and foreign country ATM access fees are rebated at the end of the monthly cycle. Foreign currency conversion and other usage fees vary by country and network and are not included in the rebated ATM access fees.

9 This is not a loan approval or commitment to lend. Loans are subject to First Republic Bank’s underwriting standards and verification of documents provided. Please speak with your banker to determine which loan program is right for you.

10 Minimum opening deposit $10,000. Penalty will be imposed for early withdrawal.

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© 1997–2021 First Republic Bank.

Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender

Investment Advisory services are provided by First Republic Investment Management, Inc. Trust and Fiduciary services are offered through First Republic Trust Company, a division of First Republic Bank, and First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both wholly owned subsidiaries of First Republic Bank. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License #0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License #0K93728.

Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.

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