InstaSwitch

Start your Switch

Switch

Start your Switch

Maximize

your Stifel Account

Maximize

your Stifel Account with InstaSwitch

with InstaSwitch

Stifel's trusted partner helps you effortlessly consolidate your finances. Get a guided switch in minutes.

Start your Switch

Make the most out of your
Stifel Account

InstaSwitch is Stifel’s trusted partner, guiding 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 $250 million in FDIC insurance per insurable capacity through Insured Cash Sweeps program

Great Rates, No fees

Make your cash work for you with, up to 4.2% APY on your bank deposits, and no fees

Creative Lending Opportunities

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

Make the most out of your
Stifel Account

InstaSwitch is Stifel’s trusted partner, guiding 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 $250 million in FDIC insurance per insurable capacity through Insured Cash Sweeps program

Great Rates, No fees

Make your cash work for you with, up to 4.2% APY on your bank deposits, and no fees

Creative Lending Opportunities

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

Why InstaSwitch

Trusted by Stifel, 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.

< 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 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 30-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 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 30-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 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 30-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 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 Account

Maximize

your Stifel Account with InstaSwitch

with InstaSwitch

Make the most out of your Stifel Account

Dedicated Service

Stability

Great Rates, No fees

Creative Lending Opportunities

Make the most out of your Stifel Account

Dedicated Service

Stability

Great Rates, No fees

Creative Lending Opportunities

Trusted by Stifel, built for founders

Expert Guidance

< 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 30-min switching session

Book your 30-min switching session

Book your 30-min switching session

Make the most out of your
Stifel Account

Make the most out of your
Stifel Account

Trusted by Stifel, built
for founders

Book your 30-min
switching session

Book your 30-min
switching session

Book your 30-min
switching session