Take control of your Cash with TappCash – Online Banking— the app built exclusively for
TappCash members. TappCash’s online banking and money management platform puts you in
complete control of your cash flow.
Control your Cash Flow
• TappCash’s online banking and money management platform puts you in complete control of
your cash flow.
• Earn competitive rates on your cash
• Store up to 10 virtual or physical Mastercard® debit cards
• Payment via ACH Transfer, wire and check
Consolidate Payments
• Access a full library of investing education — from the basics to advanced strategies
• Collect income in one place to see what you’re working with. Consolidate all of your
payments—including ACH transfers, wires, checks and payouts from tools like PayPal,
Stripe, Square and more.
• Organize and allocate income for things like day-to-day expenses and payroll
• Complete control of your cash flow helps you make more intelligent , more informed
decisions about your money
Businesses
• The only business expense card your business needs
• Our TappCash card makes spending easy, whether you’re paying for business travel,
employee or project expenses or subscriptions.
BUILT FOR [RIA] MEMBERS
• Seamless connection to your [RIA Name] membership
• Fund your investment account directly from your [RIA Name] accounts
• Access through Online Banking for a unified digital experience
• Dedicated support from people who know your name
A Cash Solution to strengthen relationships and unlock new revenue streams