If you suspect fraudulent activity on your account, contact your banker immediately to report the issue and initiate the dispute process.

Business owners typically have 24 hours from the time a fraudulent transaction posts to their account to notify their banker. Prompt action is essential to ensure the bank can return the item and mitigate further risk.

To minimize fraud risks, proactively discuss fraud prevention services with your banker, such as Check Positive Pay and ACH Positive Pay. These tools help detect and prevent unauthorized transactions before they impact your account.

No, consumer and business accounts differ in terms of features, protections, and fraud liability. Business accounts often have different regulations and fewer fraud protections than personal accounts, making proactive fraud prevention strategies even more critical.

When selecting a bank, consider factors such as account fees, Treasury Management services, fraud prevention options, loan accessibility, and customer support. Each bank has different strengths, so choosing one that aligns with your business needs is critical.

Treasury Management includes financial services that help businesses manage cash flow, streamline payments, reduce fraud risk, and maximize operational efficiency. It’s an essential tool for businesses looking to optimize their finances.

We simplify the process by researching banks, coordinating meetings, and comparing account options, Treasury Management services, and fees. Our goal is to find the best financial partner for your business.

Yes! We connect businesses with lenders actively funding specific loan types, saving you the time and hassle of searching for financing on your own.

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