Banking for the 1031 Exchange Industry

As an experienced advisor to 1031 Exchange Qualified Intermediary (QI) firms, our goal is to streamline the entire 1031 banking experience. We customize our solutions to fit your unique needs while complying with all IRC-1031 laws.

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Features

Dedicated, responsive, and industry-experienced banking team
Tailored Treasury Management solutions
Relationship-based competitive rate and fee structure
Streamlined account opening process
Fraud prevention and risk mitigation tools
Market-leading Earnings Credit Rate (ECR)

Products and tools

User-Friendly Online Platform

Real-time sub-account transfers, wire capabilities and customizable dashboard experience.

Administrative Support

Extensive reporting to help you track and monitor accounts.

Reverse 1031 Lending

Fast and efficient loan process to secure funding for your replacement property.

Industry-Leading Security

Includes signature controls, wire call-back feature, IP address monitoring and Verisign fraud prevention.

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Banking

Treasury Management

Lending

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Proud Member

Federation of Exchange Accommodators