& Financial
Advisors
At Customers Bank, we understand the needs of accountants and financial advisors go beyond basic checking and savings accounts.
Whether you work for a large firm or are a sole practitioner — your job is to manage cash flow. And that’s why our dedicated banking team offers your business advanced cash management tools and the latest technology to simplify your banking experience so you have more time to focus on your clients.
Simply put, we understand your needs and those of your clients. Let our banking experts develop specialized products designed to help you, your employees and your clients achieve both short and long term goals. And if you are looking to establish a new office or expand your current location, we offer financing to fit those needs as well. We can also help your clients secure the right financing.
Customers Bank offers a full array of commercial banking services and cutting edge online banking options to help manage and grow your business. Among the products and services available to accountants and financial advisors are:
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Cash Management
Easily process payments, manage cash balances and retrieve account information to help you better manage your money.
Positive Pay
Protect your money by mitigating the risk of fraud with the ability to view the payee’s name on checks, as well as the ability to approve or decline payment. You determine the monitoring parameters to meet your business needs.
Commercial Interest Checking Account
Earn a competitive interest rate in a safe and secure business checking account.
Small Business Lending
Small business and government guaranteed lending are useful financing tools for buying, selling or expanding a business. Learn more about small business lending or the qualifications for SBA government guaranteed lending.
Business Term Loans
A great loan product to use for expansion, capital improvements, equipment financing and other major business needs.
Business Lines of Credit
The perfect loan product to support working capital, supplemental cash flow or finance receivables.
Money Market Accounts
Let your excess cash go to work for you. Earn a competitive interest rate in a safe and secure money market saving account.
Escrow Accounts
Easily transfer money between master and an unlimited number of sub-accounts. Record keeping is managed by us and all required reporting is delivered to you when you need it.
Automated Clearing House (ACH)
Gain confidence knowing you are able to pay anyone, anytime safely and securely.
ACH Block
Gain confidence knowing you and your accounts are protected against fraudulent ACH transactions, which could wipe out an entire account or organization.
To help you manage and grow your business, a dedicated team of professionals supports our products and services. And your single-point-of-contact ensures easy access and a quick response to all of your banking needs.
All products and services are subject to approval.