Good news! Our Milpitas, Sunnyvale, and Palo Alto branches have reopened, observing safety protocols. We can’t wait to see you! Our San Francisco branch remains temporarily closed. As more members opt for non-face-to-face interactions, you may experience longer hold times when calling our Member Contact Center. We apologize for this inconvenience.
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Account Analysis is a program that combines all the deposit accounts of your business into a single-family relationship.
Account Analysis Services will allow you to take advantage of all of the balances in your accounts to offset some or all of the ongoing service charges that may incur on your account relationship. This program provides better pricing for many of our services, potentially benefiting you with lower banking costs.
When you open a Commercial Business Account, you will receive a monthly online statement, providing detailed analysis of your transactions and balances. It is similar to an invoice that captures both account activity and cost. If your earnings’ credit allowance is greater than the cost of your account activity, you will not be charged for the month’s services.
Commercial Business Services is a one-stop resource to help your company manage a variety of cash flow needs:
Pricing for accounts, services, and transactions are charged differently from non-Account Analysis accounts.
If you have further questions regarding Account Analysis please contact us as (408) 441-4752 or visit our local branch.