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    Banking Services

    How to build a one-stop-shop for your finances

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  • CHALLENGE

    How does a leading robo-advisor best known for its automated investment service move into the broader market of banking and build a nextgen banking service for young professionals?

    SOLUTION

    • Add checking features and a Wealthfront debit card to integrate spending, saving and investing into one seamless user experience

    • Shifting into spending broadens market appeal and deepens the relationship with existing customers

Mobile banking

Mobile Banking

The ability to manage spending and savings all in one app

Integrated Banking

Integrated Banking

Seamless movement from Wealthfront investment accounts to the Wealthfront Cash Account and vice versa

Card access

Card Access

Account opening is all online and a Wealthfront branded debit card can be ordered directly through the app

Digital Money Movement

Digital Money Movement

Card swiping allows for cash to be deposited into a Wealthfront Cash Account

Identity Verification

Identity Verification

Accounts can be opened in a couple of minutes with just $1. No additional deposit requirements

Branded cards

Card Access in Seconds

It’s quick and easy to open an account online and get a virtual card

Cash solutions

Identity Verification

Hear back in seconds and nearly everyone qualifies with successful identity verification

Branded cards

Digital Money Movements

Send and request money to friends and family money with their balance

Branded cards

Card Access in Seconds

It’s quick and easy to open an account online and get a virtual card

Cash solutions

Integrated Banking

Transfer funds from debit cards and add funds to any external bank account

Cash solutions

Identity Verification

Hear back in seconds and nearly everyone qualifies with successful identity verification

Payments

Tailored Rewards Platform

Receive third party disbursements from linked credit card rewards programs

Mobile banking

Mobile Banking

Enable self-directed customer tools and service

Integrated Banking

Integrated Banking

Partner-specific banking experience with integrated banking services

Card access

Card Access

Issue a debit card for customers that can be used anywhere Visa debit is accepted

Digital Money Movement

Digital Money Movement

APIs enabling digital money movement to and from multiple accounts

Identity Verification

Identity Verification

Comprehensive program management including identity verification, risk and customer service

Branded cards

Card Access in Seconds

Issue virtual cards in your digital wallet

Cash solutions

Identity Verification

Comprehensive program management including identity verification, risk and customer service

Branded cards

Digital Money Movements

APIs enabling digital money movement to and from multiple accounts

Branded cards

Card Access in Seconds

Issue virtual cards in your digital wallet

Cash solutions

Integrated Banking

Partner-specific banking experience integrating banking services into the customer experience with no app to download 

Cash solutions

Identity Verification

Comprehensive program management including identity verification, risk and customer service

Payments

Tailored Rewards Platform

Rewards platform enabling partners to deliver benefits designed for their customers customize to drive retention

Want To Bring Fintech Banking Solutions To Your Brand?

Want To Bring Fintech Banking Solutions To Your Brand?

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The MasterCard Card is issued by Green Dot Bank pursuant to a license from MasterCard International Incorporated. The Visa Card is issued by Green Dot Bank pursuant to a license from Visa U.S.A Inc. Green Dot Corporation is a member service provider for Green Dot Bank, Member FDIC. MasterCard and the MasterCard Brand Mark are registered trademarks of MasterCard International Incorporated. Visa is a registered trademark of Visa International Service Association. Green Dot is a registered trademark of Green Dot Corporation. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage.

rapid! PayCard® Visa® Payroll Card is issued by The Bancorp Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted. The Bancorp Bank; Member FDIC. The rapid! PayCard® MasterCard® is issued by MetaBank®, Member FDIC, pursuant to license by MasterCard International Incorporated. MasterCard and the MasterCard Brand Mark are registered trademarks of MasterCard International Incorporated.

Refund Transfers are deposit products that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.

The Refund Advance is an optional tax-refund related loan (it is not the actual tax refund) at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

Must opt-in by December 31 to qualify for Pre Season Funds and rapid! Disbursements. Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through TPG are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage.

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