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Frequently Asked Questions (FAQs)
Questions that are frequently asked about the Strategist Portal, Currence Reservoir, and Member App
Applying for a Currence Reservoir
Questions related to the banking application process
Who can open a Currence Reservoir?
What verification documents are acceptable?
Why was my client's application denied?
Why were my client's verification documents denied?
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?
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?
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?
Understanding Privacy and Security
Questions about how Currence keeps your and your clients' information safe
How does Currence keep data secure?
What should I do if my client suspects fraudulent activity on their account?
What is Currence's Privacy Policy?