Frequently Asked Questions (FAQs)
Questions that are frequently asked about Currence and the Strategist Portal.
33 articles
Applying for a Currence Reservoir
Questions related to the banking application process.
Banking with Your Currence Reservoir
Questions your clients may ask about banking with their Currence Reservoir.
- What are the account fees for a Currence Reservoir?
- What is the interest rate for a Currence Reservoir?
- What are the account limits and clearing periods?
- How can brokerage and/or investment accounts be linked to the Currence Reservoir?
- Can I pay my insurance premiums directly from Currence?
- Who is Thread Bank?
- What happens to a Currence Reservoir in the case of death?
- What is the process to close a Currence Reservoir?
- Can my client deposit a check into their Currence Reservoir?
- How do I complete a wire transfer?
- Do my clients receive a 1099-INT for their Currence Reservoir account?
Helping Your Clients Use Their Member App
Questions your clients may ask about the mobile app.
- What devices and operating systems are supported?
- What features and functions are available from the Member app?
- How do I change my client's personal information?
- What are the options available if I am no longer working with a client that I am connected to on Currence?
- How can my client connect their direct deposit to Currence?
- How can my client add a joint account holder?
Using the Strategist Portal
Questions you may have when using the Strategist Portal.
Understanding Privacy and Security
Questions about how Currence keeps your and your clients' personal information safe.