Introduction of 'Flourish Cash'; A New Cash Management Tool

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Traphagen Wealth Radio

Business


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