TE Advisors TappCash

Take control of your Cash with TE Advisors TappCash – Online Banking— the app built exclusively for TE Advisors TappCash members. TE Advisors TappCash’s online banking and money management platform puts you in complete control of your cash flow. Control your Cash Flow • TE Advisors 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 TE Advisors 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