Series Cash

Manage Your Financial Operations at Scale

Series Cash is the operating system for banking and payments management. Automate access and operations across your teams, businesses, and legal entities with the operating system purpose-built to meet the demands of enterprise and institutional finance teams.
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Take Control of Your Finances Today

Experience the future of business banking with Series Cash. Apply now and start managing your finances with ease and confidence.
SECURITY AND COMPLIANCE

Secure & stable accounts

Commercial checking accounts are provided by Lewis & Clark Bank, Member FDIC.
PERMISSIONS & APPROVALS

Custom access management

Set permissions and spend limits (including approval requirements) for employees, bookkeepers, and investors.
Streamlined payments

Easy global payments

Send payments via wires (international and domestic) and ACH.
transparency

Clear pricing

Benefit from free checking accounts, no monthly or overdraft fees, free wires, and competitive currency exchange fees.
Scalable operations

Simple account switching

Effortlessly switch between businesses or subsidiaries.

Get started to explore full possibilities of Series.

Enhanced security and protection

24/7 fraud monitoring

Stay secure with continuous monitoring for suspicious activity.

Account alerts

Monitor account balances and transactions with customizable alerts.

Zero liability protection

Report unauthorized transactions promptly without additional cost.

Accessible account info

Review e-statements and access 18 months of transactions and check images.
Support

Frequently asked questions

Everything you need to know about Series Cash
Is Series Cash a bank?

No, Series Cash is a financial technology solution. To offer Series Corporate Checking Accounts, Series partners with Lewis & Clark Bank, Member FDIC.

Are there fees for Series Cash?

Series Corporate Checking Accounts are free, but some advanced features may incur fees. No account minimums, overdraft, monthly, or opening fees apply.

What's the currency exchange fee?

A 1% conversion fee on USD amounts for international transfers.

Are deposits FDIC-insured?

Commercial Checking accounts are provided by Lewis & Clark Bank, Member FDIC. Funds deposited into checking may be eligible for up to $250,000 of FDIC insurance. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC-insured depository institution.

What's needed to open an account?

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.

Are USD international wire transfers free?

Yes, for Series Cash customers.

Where are funds held for Series Corporate Checking Accounts?

Commercial checking accounts are provided by Lewis & Clark Bank, Member FDIC.

Is Series Cash SOC 2-compliant?

Yes, ensuring reliable operations and services. Read more about Security at Series here.

How does Series make money?

From our other SaaS products such as Series Workforce and Series Contracts, and a share of interest earned by partner banks.

What if Series faces issues?

Commercial checking accounts are provided by Lewis & Clark Bank, Member FDIC. Funds are not accessible by Series.

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