Accounting Firm Partnerships
Our team understands how time consuming managing financial plans for your clients can be. We not only provide a high-end, personalized service solution but also deliver a host of deposit management and lending options for your clients and firm.
Not every part of your clients financial picture needs to be complex. We can provide you and your clients a seamless banking experience while offering great rates and a wealth of cash management services. Your Elevate Banking team will provide guidance on how to best use our deposit and lending resources to help your clients achieve their goals. Whether you’re in need of Capital Lines of Credit, Remote Deposit Services or an Escrow Account Management we have created a suite of products and services specifically designed to support our accounting firm partners and their clients.
Why Partner with Leader Bank?
Business Banking & Cash Management
In addition to Business Online Banking we offer cash management services including remote deposit and positive pay.
Concierge Banking with No Fees
Your clients will enjoy our tailored deposit products with no fees! With our unique concierge service and a relationship advisor to helping to manage your client’s experience, we make banking easy.
Specialized Rates
Elevate clients enjoy the most competitive rates Leader Bank has to offer to help clients achieve their financial goals!
Solutions For Your Clients
IntraFi Cash Service: An easy-to-use option for large deposits to maximize a deposit’s FDIC insurance coverage through a network of banks that exchange deposits.
Residential and Commercial Lending: We are proud to offer a full suite of residential and commercial lending products to help your clients achieve their homeownership or business goals.
1031 Exchange Services*: Assisting clients with the tax-deferred advantages of Section 1031 exchanges to sell and purchase commercial properties, residential properties, and rental properties.
Insurance: As a wholly owned subsidiary of Leader Bank, Leader Insurance** can help clients can obtain competitive rates and quality services on personal insurance policies for homes, cars, boats and more, as well as for commercial properties like condos, apartments and mixed-use buildings.
Property Management Accounts: Help your clients automate the security deposit and rent collection processes with our ZDeposit and ZRent solutions!
Securities Based Lending: For investors and private clients, securities based lending allows clients to finance virtually any need while maintaining a long-term investment strategy.
Elevate Checking: Streamlined checking account management, enhanced Online and Mobile Banking, free online bill payment, and more innovative features!
Elevate Money Market: A high-yield account with the best rate the Bank has to offer, a streamlined account opening process, an enhanced Online Banking platform, and access to your Elevate Private Banker.
Elevate Certificates of Deposit: Elevate Banking offers short- and long-term options tailored to your clients individual savings goals.
Complimentary Checks and Debit Card Services: Set up your clients to make payments and withdraw money from their account on the go with free checks and debit card services.
White Glove Client Service
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Streamlined Digital Account Opening
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ACH and Wire Services
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Digital Banking
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Courier Services
Meet The Team
Savy Ouk-Fernandes
About Elevate Banking
Founded with a vision of offering forward-thinking products and services to help our clients and advisors achieve their financial goals, Elevate Banking provides a world-class premier relationship banking experience to help you achieve the next level of financial success and security. And with a focus on long-lasting, prosperous client relationships built on trust and transparency, Elevate Banking offers you a personal advisor to assist with everything from account opening to expert financial guidance at every turn.
*Leader1031.com, LLC ("Leader1031") is a wholly owned subsidiary of Leader Bank, N.A. This website is provided as general information only and should not be taken as legal, investment or other professional advice. This content of this publication shall not be construed as a recommendation to participate in any particular trading, financial or investment strategy, and neither Leader Bank, NA nor Leader1031.com, LLC can provide legal or tax advice concerning the specific tax consequences of a given transaction. Any action that you take as a result of information or opinions provided in this publication is ultimately your responsibility. Consult your attorney or tax professional before making any investment or financial decisions.
**All insurance products are offered through Leader Insurance, LLC, a subsidiary of Leader Bank, N.A. Insurance products are not FDIC insured, not bank guaranteed, not a deposit, and not insured by any federal government agency. Leader Insurance, LLC is licensed in Arizona, Colorado, Connecticut, Georgia, Kentucky, Maryland, Maine, Massachusetts, North Carolina, New Hampshire, New Jersey, Nevada, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, and Washington.
