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










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.

Schedule an appointment

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.
FOR NEW FIRST REPUBLIC CLIENTS1



  • Reduce Fees
  • Benefits for the First Year

    Enjoy rebated TriNet fees — up to $50,000 in the first year when you open a Business Analyzed Checking account and complete qualifying activities.2

    • Receive up to $12,000 in rebated fees per year for an average monthly collected balance over $100,000.
    • Receive up to $25,000 in rebated fees per year for an average monthly collected balance over $500,000.
    • Receive up to $50,000 in rebated fees per year for an average monthly collected balance over $5,000,000.

    You’ll also benefit from waived First Republic Bank fees in the first year.3

    From TriNet, as a new TriNet client you may also receive waived TriNet setup fees and discounted pricing on select TriNet services.4


  • Suite of Critical Services


  • Benefits for the Second Year

    At the start of year two, you can gain access to a promotional market-leading earnings credit rate (ECR)5 to offset your Bank and TriNet fees for the second year of enrollment.

    From TriNet, receive discounted pricing on select TriNet services.4



    Offer is effective 01/18/2022–06/30/2022.

FOR EXISTING FIRST REPUBLIC CLIENTS6


  • offices
  • Reduce — or eliminate altogether — your TriNet fees6 when you maintain a Business Analyzed Checking account with qualifying activities.

    • Enjoy one of the highest earnings credit rates in banking.
    • Utilize our earnings credit rate7 to offset your Bank and TriNet fees.

    Offer is effective 01/18/2022–06/30/2022.


For more information, contact your dedicated First Republic team.


  • comprehensive icon Give us a call.

    Our dedicated team is ready and looking forward to speaking with you.


  • comprehensive icon Email us.

    If you prefer email, please send us one and we will be in touch.


  • comprehensive icon Book an appointment.

    Find a time to learn more with one of our bankers.



    See available times

     

FOR NEW FIRST REPUBLIC CLIENTS1



  • Reduce Fees
  • Benefits for the First Year

    Enjoy rebated TriNet fees — up to $50,000 in the first year when you open a Business Analyzed Checking account and complete qualifying activities.2

    • Receive up to $12,000 in rebated fees per year for an average monthly collected balance over $100,000.
    • Receive up to $25,000 in rebated fees per year for an average monthly collected balance over $500,000.
    • Receive up to $50,000 in rebated fees per year for an average monthly collected balance over $5,000,000.

    You’ll also benefit from waived First Republic Bank fees in the first year.3

    From TriNet, as a new TriNet client you may also receive waived TriNet setup fees and discounted pricing on select TriNet services.4


  • Suite of Critical Services
  • Benefits for the Second Year

    At the start of year two, you can gain access to a promotional market-leading earnings credit rate (ECR)5 to offset your Bank and TriNet fees for the second year of enrollment.

    From TriNet, receive discounted pricing on select TriNet services.4



    Offer is effective 01/18/2022–06/30/2022.

FOR EXISTING FIRST REPUBLIC CLIENTS6


  • offices
  • Reduce — or eliminate altogether — your TriNet fees6 when you maintain a Business Analyzed Checking account with qualifying activities.

    • Enjoy one of the highest earnings credit rates in banking.
    • Utilize our earnings credit rate7 to offset your Bank and TriNet fees.

    Offer is effective 01/18/2022–06/30/2022.


For more information, contact your dedicated First Republic team.


  • comprehensive icon Give us a call.

    Our dedicated team is ready and looking forward to speaking with you.


  • comprehensive icon Email us.

    If you prefer email, please send us one and we will be in touch.


  • comprehensive icon Book an appointment.

    Find a time to learn more with one of our bankers.


    See available times

     

FOR NEW FIRST REPUBLIC CLIENTS1



  • Reduce Fees
  • Benefits for the First Year

    Enjoy rebated TriNet fees — up to $50,000 in the first year when you open a Business Analyzed Checking account and complete qualifying activities.2

    • Receive up to $12,000 in rebated fees per year for an average monthly collected balance over $100,000.
    • Receive up to $25,000 in rebated fees per year for an average monthly collected balance over $500,000.
    • Receive up to $50,000 in rebated fees per year for an average monthly collected balance over $5,000,000.

    You’ll also benefit from waived First Republic Bank fees in the first year.3

    From TriNet, as a new TriNet client you may also receive waived TriNet setup fees and discounted pricing on select TriNet services.4


  • Suite of Critical Services
  • Benefits for the Second Year

    At the start of year two, you can gain access to a promotional market-leading earnings credit rate (ECR)5 to offset your Bank and TriNet fees for the second year of enrollment.

    From TriNet, receive discounted pricing on select TriNet services.4



    Offer is effective 01/18/2022–06/30/2022.

FOR EXISTING FIRST REPUBLIC CLIENTS6


  • offices
  • Reduce — or eliminate altogether — your TriNet fees6 when you maintain a Business Analyzed Checking account with qualifying activities.

    • Enjoy one of the highest earnings credit rates in banking.
    • Utilize our earnings credit rate7 to offset your Bank and TriNet fees.

    Offer is effective 01/18/2022–06/30/2022.


For more information, contact your dedicated First Republic team.


  • comprehensive icon Give us a call.

    Our dedicated team is ready and looking forward to speaking with you.



  • comprehensive icon Email us.

    If you prefer email, please send us one and we will be in touch.



  • comprehensive icon Book an appointment.

    Find a time to learn more with one of our bankers.


    See available times

     

Additional Resources

The contents of this offer should not be reproduced or redistributed, online or physically, without First Republic’s consent.

HR solutions are provided by TriNet. Banking products and services are provided by First Republic Bank. TriNet is a separate company and not affiliated with First Republic Bank.

Offers listed are effective 01/18/2022–06/30/2022 and are subject to change without notice. Please contact a First Republic banker for offer and account details. For a list of banker locations, please visit firstrepublic.com/locations.

Participants may not receive the full benefits listed on this flyer if the following requirements are not met. Entities that are investment funds or investment vehicles are ineligible to participate in the program.

The New Client Promotional ECR, Existing Client Promotional ECR and standard ECR (currently 1.00%) are subject to change at the Bank’s discretion at any time, and the Promotional ECRs may be equal to, higher or lower than the standard ECR. New Client Promotional ECR or Existing Client Promotional ECR will be applied to both Bank fees and rebating TriNet fees. Amount of TriNet fees rebated to you 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.

To have your TriNet fees rebated, you must submit the paid TriNet invoice to VPP@firstrepublic.com no later than 3 business days after the end of the month that invoice was generated. Rebates for invoices submitted within this cut off will be processed on the 15th calendar day of each month. If the 15th falls on a weekend or holiday, the credit will be posted on the next business day. Invoices submitted after this cut off will be incorporated in and rebated from the next month’s credit (if available) except at the end of any fiscal quarter. For the last month in any fiscal quarter, invoices submitted more than 3 business days after month-end will not be accepted for rebate. Earnings allowances for the month will be used first to offset eligible bank fees each month, and second to rebate TriNet fees. Unused fee rebates / earnings allowances do not roll over to the next month.

Please contact your banker for details and to enroll into offer.

1To qualify and enroll for this TriNet New Client Promotion offer you must:
(a) Have a Business Analyzed Checking account not older than 180 days. Minimum opening deposit $5,000.00. A monthly service fee (currently $30) will apply. Earnings allowance may offset most fees based on balance maintained. Business Analyzed Checking account is a non-interest-bearing checking account.
(b) Be a TriNet client.
(c) Enroll in the TriNet New Client Promotion within 180 days from account opening (to enroll, ask your banker).

You may forgo benefits for Year 1 and proceed directly to receive benefits of Year 2 for one year. Ask your banker for details.

2For the first 12 consecutive months from the month of enrollment, you are eligible to have TriNet fees rebated based on your average collected balance for each month (average collected balance is determined by adding the balance in the account, less any uncleared or uncollected deposits, each day of the month and dividing that figure by the number of days in that month and as applicable, even if your new account was not open for the full month). The below tiers and rebates will apply in the respective month:
(a) Average collected balance below $100,000.00: no TriNet fees eligible for rebate
(b) Average collected balance between $100,000.00 and $499,999.99: up to $1,000.00 of TriNet fees eligible for rebate
(c) Average collected balance between $500,000.00 and $5,000,000.00: up to $2,083.33 of TriNet fees eligible for rebate
(d) Average collected balance above $5,000,000.00: up to $4,166.66 of TriNet fees eligible for rebate

3All fees listed on the Schedule of Fees and Related Charges for Business Accounts will be waived for 12 months from the enrollment month and will apply thereafter.

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

5After the end of the first 12 months of this promotion, the New Client Promotional ECR will be applied instead of the standard ECR for 12 consecutive months. Standard ECR may only be applied to Bank fees (cannot be applied to TriNet invoice rebates). New Client Promotional ECR will determine your monthly earnings allowance each month by (i) multiplying 90% of the average collected balance by the New Client Promotional ECR (currently 0.90%), (ii) dividing that amount by the actual number of days in the year, and then (iii) multiplying the result by the actual number of days in the month.

6To qualify and enroll for this offer you must be a TriNet client and have a Business Analyzed Checking account for at least 180 days. Minimum opening deposit $5,000.00. A monthly service fee (currently $30) will apply. Earnings allowance may offset most fees based on balance maintained. Business Analyzed Checking account is a non-interest-bearing checking account.

7Existing Client Promotional earnings credit rate (ECR) will be applied from the month of enrollment instead of the standard ECR for 12 consecutive months. Standard ECR may only be applied to Bank fees (cannot be applied to TriNet invoice rebates). Existing Client Promotional ECR will determine your monthly earnings allowance each month by (i) multiplying 90% of the average collected balance by the Existing Client Promotional ECR (currently 0.60%); (ii) dividing that amount by the actual number of days in the year, and then (iii) multiplying the result by the actual number of days in that month.

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© 1997–2022 First Republic Bank.

Firstrepublic.com provides information to clients about their accounts and financial services by First Republic Bank and its affiliates.

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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