Find My Deposit Product

Editorial product matching: three inputs and we narrow from twelve product types to the specific account that fits your situation.

How It Works

We review your cash position and goals, then send a written recommendation covering: the specific product type, the institution category to target, key terms to request, and what to avoid given your situation.

Pricing: $20 flat for cash positions up to $100,000. $35 for cash positions above $100,000 (more complex FDIC coverage and product-mix questions). Response within 3 business days via email.

Editorial matchmaking only. We are not a fiduciary, do not act as a financial advisor, and do not receive referral fees from institutions we recommend. See disclosure.

$20 for positions under $100,000 · $35 for positions above $100,000. Payment requested after we send the recommendation. We do not charge before delivery.