InstaSwitch

Start your Switch

Switch

Start your Switch

Maximize

your Stifel Bank Account

Maximize

your Stifel Bank Account with InstaSwitch

with InstaSwitch

InstaSwitch helps you effortlessly consolidate your finances. Get a guided switch in minutes

Start your Switch

Make the most out of your
Stifel Bank Account

InstaSwitch guides you through moving deposits, income sources, payroll, and payment tools.

Dedicated Service

Human in the loop - Dedicated relationship manager with deep domain knowledge

Stability

Keep money safe and secure, up to $285 million in aggregate FDIC protection per entity, across
network banks via ICS®

Great Rates

Make your cash work for you, earn 3.45% APY* on your Stifel Bank deposits via ICS

Creative Lending Opportunities

Access to Stifel Bank’s debt financing solutions, including venture debt

*ICS Annual Percentage Yield (APY) effective as of December 12, 2025. Minimum initial deposit of $250,000. No minimum balance to earn APY. Interest rate is variable and subject to change at any time. Fees may reduce earnings. After the 12-month promotional period, the interest rate will adjust to Stifel Bank’s standard ICS rate tiers. To view the list of banks in the IntraFi Network, visit www.intrafi.com/network-banks. Certain conditions must be satisfied for “pass-through” FDIC deposit insurance to apply

Make the most out of your
Stifel Bank Account

InstaSwitch guides you through moving deposits, income sources, payroll, and payment tools.

Dedicated Service

Human in the loop - Dedicated relationship manager with deep domain knowledge

Stability

Keep money safe and secure, up to $285 million in aggregate FDIC protection per entity, across
network banks via ICS®

Great Rates

Make your cash work for you, earn 3.45% APY* on your Stifel Bank deposits via ICS

Creative Lending Opportunities

Access to Stifel Bank’s debt financing solutions, including venture debt

Why InstaSwitch

Trusted by Stifel Bank, built
for founders

InstaSwitch will provide you with white-glove support to move over your revenue sources, payroll and recurring payments typically in under 15 minutes.

Expert Guidance

Clarity on exactly what to move and when.

Less than 15 minutes

Most founders complete the switch in under 15 minutes.

Simple Migration

Seamless software that gets you set up right!

How It Works in

3 Simple Steps

Unlock the full benefits of Stifel Bank with InstaSwitch

Income

$155,024

Payroll

$34,345

Expenses

$5,256

Step 1

Connect Your Accounts Securely

Connect your previous bank account to help us identify what needs to be moved. InstaSwitch protects your financial data with bank-level security and encryption.

Step 2

Review & Funding

InstaSwitch provides a summary of what needs to be updated and helps you plan your account funding.

Step 3

Update Business Tools

Users switch quickly with manual guidance or automation by integrating your essential business tools seamlessly.

Book your 15-min
switching session

Simple, guided and tailored for your setup. This session will provide: clarity on what to migrate, a personalized plan for your Stifel Bank account and assistance in getting it done.

Book your Session

The fastest way to activate new accounts, increasing your deposits and primary relationships.

Home

Contact

Demo

Terms and conditions

Book your 15-min
switching session

Simple, guided and tailored for your setup. This session will provide: clarity on what to migrate, a personalized plan for your Stifel Bank account and assistance in getting it done.

Book your Session

The fastest way to activate new accounts, increasing your deposits and primary relationships.

Home

Contact

Demo

Terms and conditions

Book your 15-min
switching session

Simple, guided and tailored for your setup. This session will provide: clarity on what to migrate, a personalized plan for your Stifel Bank account and assistance in getting it done.

Book your Session

The fastest way to activate new accounts, increasing your deposits and primary relationships.

Home

Contact

Demo

Terms and conditions

Maximize

your Stifel Bank Account

Maximize

your Stifel Bank Account with InstaSwitch

with InstaSwitch

Make the most out of your Stifel Bank Account

Dedicated Service

Stability

Great Rates

Creative Lending Opportunities

Make the most out of your Stifel Bank Account

Dedicated Service

Stability

Great Rates

Creative Lending Opportunities

Trusted by Stifel Bank, built for founders

Expert Guidance

Less than 15 minutes

Simple Migration

How It Works in

3 Simple Steps

Connect Your Accounts Securely

Connect Your Accounts Securely

Review & Funding

Review & Funding

Update Business Tools

Book your 15-min switching session

Book your 15-min switching session

Book your 15-min switching session

Make the most out of your
Stifel Bank Account

Make the most out of your
Stifel Bank Account

Trusted by Stifel Bank, built
for founders

Book your 15-min
switching session

Book your 15-min
switching session

Book your 15-min
switching session