Who do I contact for questions about my client’s account?

How can my client sign up for bill pay?

How can my client sign up for online statements?

What access do I have to my client's account?

Can I get a copy of my client’s statement sent to me?

How frequently does the statement generate?

Where are the forms for changing items related to my client’s account?

Where are my client’s checks and debit cards?

How does my client make a deposit?

How do I sign up for TotalCash Manager (TCM) services? 

Will my client receive a Form 1099-INT for their deposit account?

Who do I contact for questions about my client’s account?
Please contact our Client Success team at 877.644.1507.

For questions or concerns with an investment account, or any investment issues, please contact cfd Investments at 800.745.7776.

How can my client sign up for bill pay?
Your clients can sign up for bill pay quickly and easily. Clients can log into their account at www.cfdbankingservices.com, click the Bill Payment tab, and complete the registration form. In just a few seconds, your clients will be able to begin setting up payees and payments in the same session.

How can my client sign up for online statements?
To learn more on how your client can sign up for online statements, click here.

What access do I have to my client's account?
Financial professionals are able to view their client's account information in  TotalCash Manager (TCM).  TCM is an aggregation tool that provides you with view-only access to your client's underlying banking and lending activity.  To gain access to TCM you should submit a completed TCM Access Authorization Agreement.  Financial professionals are not permitted to initiate funds transfer transactions, ACH transactions, bill payments, or sign checks. In order to discuss your client’s account, you must be listed as your client’s financial professional in their completed application.  If you have any questions or need to ensure that you are authorized to discuss client account information, or view your client’s account in TCM, please contact the Financial Professional Help Line at 877.644.1507.

Can I get a copy of my client’s statement sent to me?
Yes, your client may choose to have statements sent to you by completing a Change Third Party Statement Recipient request.

How frequently does the statement generate?
Statements are produced on a monthly basis and contain all transactions occurring in the account for the previous month. Click here for a sample.

Where are the forms for changing items related to my client’s account?
All forms can be found in the Forms section.

Where are my client’s checks and debit cards?
Your client’s checks and debit cards are ordered on the same day that the account is opened.  Debit cards, PIN numbers, and checks arrive separately, usually within 7-14 business days from account opening.

How does my client make a deposit?
There are numerous ways to make a deposit, including wire transfer and check deposit.  Please see Deposit Options for complete information.

How do I sign up for TotalCash Manager (TCM) services?
You can sign up for TCM by filling out the TCM Access Authorization Agreement and returning it as indicated on the form.

Will my client receive a Form 1099-INT for their deposit account?
Tax forms for the prior tax year are mailed to the address on file for the account no later than January 31st. The 1099-INT form is used to report interest of $10 or more. Learn More