Deposit Services
Become your clients’ financial ally with checking accounts that complement their wealth management strategies and help them stay on top of everyday and investment finances.
Bring greater flexibility to client financial oversight
With checking and deposit accounts connected to investments, financial professionals can enhance their services and make it easier for their clients to manage their money.
Investment Checking
Premium checking linked to an investment account with all the benefits of modern banking, plus automatic funds transfers to and from the clients’ linked investment accounts based on target balance elections.
Solutions Checking
A full-featured, online checking account that lets clients perform day-to-day transactions without minimum balance requirements and can be linked to their SBLOC to cover overdrafts.
Institutional Deposits
Featuring The Bancorp Master Demand Account (MDA) and Master Demand Account Advantage (MDAA), retirement plan sponsors can provide participants with a cash option offering an attractive yield and the security of FDIC deposit insurance coverage.