Financial guide

Plain explanations of the account types and details you'll see in the directory.

Checking, savings or business?

Checking logs suit day-to-day movement, savings logs hold reserves with interest history, and business logs carry entity documents and payroll records.

See checking accounts

What routing numbers tell you

The routing number identifies the holding institution and the region it was issued in. It must match our records exactly during verification.

See savings accounts

Reading a transaction history

Look for recurring deposits, card activity and any holds. A steady record is the strongest sign of an active, healthy account.

See business accounts