Meet Charlie, your personal banking guide. Tell Charlie what you need and get help opening, funding and setting up a checking account from one simple conversation.
The questions you didn’t want to ask out loud. Charlie answers in plain words, without jargon or judgment.
Charlie gathers what is needed conversationally.
With permission, Charlie helps complete repetitive setup.
After opening, Charlie recommends the few actions that will make the account useful.
Your account is open. Here are the 3 things I’d do next:
No forms to decode. Answer three quick questions and Charlie takes it from there.
Paycheck, spending, bills and transfers in one place.
Know what features matter and why.
Charlie remembers where you left off and helps you recover.
Recommendations become more relevant as your banking relationship develops.
Every term explained in plain words, whenever you ask.
Direct deposit, cards and transfers, handled with your permission.
Charlie handles everyday questions and setup, but can connect you to human support when the situation calls for it.
Open a checking account with guidance every step of the way.