Getting to know SmartBalance

SmartBalance helps clients maintain a target balance on an external account. Once every other week, money will automatically transfer into or out of Flourish Cash^† to maintain the target balance that the client set for their external account. When the external account balance exceeds the target, additional funds will be swept into the Flourish Cash account. When the external account balance is below the target, funds will be pulled from Flourish Cash.

For further details and information on how to set up SmartBalance, click the link below.