Manage Your Financial Operations at Scale
Series Checking Accounts
Take Control of Your Finances Today
Secure & stable accounts
Custom access management
Easy global payments
Clear pricing
Simple account switching
Get started to explore full possibilities of Series.
Enhanced security and protection
24/7 fraud monitoring
Account alerts
Zero liability protection
Accessible account info
Frequently asked questions
No, Series Cash is a financial technology solution. To offer Series Corporate Checking Accounts, Series partners with Lewis & Clark Bank, Member FDIC.
Series Corporate Checking Accounts are free, but some advanced features may incur fees. No account minimums, overdraft, monthly, or opening fees apply.
A 1% conversion fee on USD amounts for international transfers.
Yes, deposits are held in commercial checking accounts provided by Lewis & Clark Bank, Member FDIC which is insured up to the standard $250,000 FDIC-insurance limit.
A U.S. company with a federal EIN, official documents, and a government ID, as well as documentation and identification for the beneficiary owners. Foreign entities associated with these U.S. businesses are also eligible contingent on jurisdictions.
Yes, for Series Cash customers.
Funds are held in commercial checking accounts provided by our partner FDIC-insured bank, Lewis & Clark Bank, Member FDIC.
Yes, ensuring reliable operations and services. Read more about Security at Series here.
From our other SaaS products such as Series Workforce and Series Contracts, and a share of interest earned by partner banks.
Funds are held in commercial checking accounts provided by our partner FDIC-insured bank, Lewis & Clark Bank, Member FDIC, not Series. Your funds are not impacted by Series as a business.
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Series is a financial technology company and not a bank.
Commercial checking accounts are provided by Lewis & Clark Bank, Member FDIC.
Advisory services offered through All Blue Labs Management, LLC, an SEC-registered investment advisor. Subadvisory services are offered through Atomic Invest LLC (“Atomic Invest”), an SEC-registered investment advisor, member SIPC. Atomic Invest was formerly known as Helium Advisors LLC. Brokerage services provided by BNY Mellon Pershing, member SIPC, through a clearing and custody relationship with Atomic Invest. All Blue Labs Management, LLC has a subadvisory relationship with Atomic Invest to manage and execute investments on behalf of its customers. Technology services may be provided by Atomicvest.