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Onboarding process

Change can be easy.

Getting started couldn’t be easier.
Some changes are hard. This one is easy.

Industry-leading customer service is at the heart of what we do.

When you become a client, we’ll connect you with your personal Relationship Manager who will take the time to learn about your business and your unique needs. They’ll also be available anytime you have questions or concerns. You will also receive access to our 24-hour online portal where you can monitor transactions live. Payments are posted in our system on the day we receive them, so you’ll always have the most updated view into the state of your accounts. It’s that easy.

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