CFSB fully owns the bank program and services are provided by The Currency Cloud Inc. In the US Currency Cloud operates in partnership with CFSB. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199). Registered Office: The Steward Building 1st Floor, 12 Steward Street London E1 6FQ. Payment services are provided by The Currency Cloud Limited. There are no minimum balances or minimum deposits required to earn interest on your account. Earn 1% APY on savings balances of less than $50,000, 1.5% APY on savings between $50,000 and $250,000, 2% APY on savings balances between $250,000 and $1,000,000 and 3% APY on savings balances of more than $1,000,000. APY will vary between 1-3% depending on the balances held. *The interest rates and annual percentage yield on your account are accurate as of 05/16/23 and are variable and subject to change based on the target range of the Federal Funds rate. and may be used everywhere Visa® debit cards are accepted. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. encryption which no one in the world can break, not even us at Tally. You’ll be allocated a dedicated bookkeeper who will work with you remotely after you’ve enrolled. Banking services and FDIC insurance are provided by Evolve Bank & Trust and Thread Bank Members FDIC. You can setup the application in less than a minute and get started with invoicing. QuickBooks Live, which was launched in 2019, is an assisted accounting service that allows QuickBooks customers to hire a skilled bookkeeper to classify spending, reconcile accounts, and provide sophisticated reports. Relay is a financial technology company, not an FDIC-insured bank. Who Should Use Each QuickBooks Live Bookkeeper360 QuickBooks Online users who want assistance with setting up their QuickBooks accounts: Your QuickBooks Live bookkeeper will assist with setting up your chart of accounts and connecting your bank and credit card accounts. Learn to manage cash with Relay in our live webinar and Q&A Insights and advice for small business advisors Stay on the money with these actionable tools and strategies The money management platform built for you and your clientsīecome a Banking Partner to help your clients bank smarterĪdvisors share what makes their firm successful Review, approve and pay bills within business bankingĭirectly sync ultra-detailed transaction dataīusiness banking and payroll together at last Relay is the official banking platform for Profit FirstĪutomated savings that earn you 1% to 3% APY* Get personalized support with bookkeeping in QuickBooks Online with live experts. Know precisely what you’re earning, spending and saving QuickBooks Online users who want assistance with setting up their QuickBooks accounts: Your QuickBooks Live bookkeeper will not only assist with setting up your chart of accounts, but they’ll also connect your bank and credit card accounts. See virtual bookkeeping services pricing for QuickBooks Live Bookkeeping.
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