Professional Trustee Accounts

Secure your clients’ funds with confidence

Manage and safeguard client funds with confidence and ease.

  • Facilitate compliance and operational efficiency
  • CDIC eligible1  

Key Features

Dedicated safeguarding

Our accounts are structured to segregate client funds from your operating funds, providing you with tools and functionality you need to comply to industry regulations. 

Purpose-built structure

We provide a ready-made structure to help you meet the compliance and safeguarding requirements of the Retail Payment Activities Act (RPAA). 

Integrated technology

Our platform includes tools and APIs that allow for the seamless organization and transfer of funds. 

Meet your safeguarding needs with our Professional Trustee Account

Under new and existing regulations, your firm may now be required to safeguard end-user funds. This may be accomplished by establishing an express trust and opening an account with a recognized financial institution to hold end-user funds in trust. 

Why work with us

Product Expertise

We deliver innovative, customizable card solutions backed by deep industry knowledge. 

Financial strength and scalability

We offer the stability and infrastructure to support growth at any scale. 

Excellent regulatory framework

Our operations are built on a strong foundation of compliance and regulatory excellence. 

Excellent customer delivery and support

Our dedicated teams ensure smooth implementation and responsive, ongoing support. 

Resources

Account fee schedule

Learn more about account fees. 

Legal

Find terms & conditions, privacy policy and more. 

Enhance your offering with money movement

Fast, secure, and scalable payment solutions to power your business. 

Ready for your next step?

Talk to our experts to learn more about how we can help.