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Introduction of 'Flourish Cash'; A New Cash Management Tool
This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our portfolio operations specialist.
This is a discussion of the following:
1. Introduction of 'Flourish Cash'; a new FDIC insured, high yield savings account we are offering to our clients through a partnership with Stone Ridge. There is no fee of any kind to open a Flourish account.
2. Discussion of the advantages of Flourish compared with most checking/savings accounts
3. Steps clients need to take to open a Flourish Cash account
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By Traphagen Wealth Management TeamThis podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our portfolio operations specialist.
This is a discussion of the following:
1. Introduction of 'Flourish Cash'; a new FDIC insured, high yield savings account we are offering to our clients through a partnership with Stone Ridge. There is no fee of any kind to open a Flourish account.
2. Discussion of the advantages of Flourish compared with most checking/savings accounts
3. Steps clients need to take to open a Flourish Cash account