How it works

Segregated Accounts
Cuentas Segregadas

The Wealth2B API allows for the opening of segregated investment accounts, leveraging the existing information and documentation of your users.
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Deposits and Withdrawals
Depósitos y Retiros

Wealth2B configures a specific fund flow for each client, allowing users to make instant deposits and the company to manage batch or individual transfers.

Interest Calculation
Cálculo de Intereses

Funds accrue daily interest from the moment they are credited, with interest payments made to users' accounts at the beginning of each month, even if they were held for only one day.

5.43% APY

Your users can start earning interest with just $1.
In May 2024, the Bank Sweep generated an annualized yield of 5.43% for our clients' users.

Monetization

Our clients are free to set the prices for all our products as they see fit. Real examples from clients include:
Participación en los Ingresos

Revenue Sharing

By combining this product with others that offer portfolio management services, some Wealth2B clients choose to charge a percentage of the profits or the total amount managed.

Suscripción

Subscription

By adding the option to earn on balances, many clients opt for subscriptions to access investment products through Wealth2B, such as the Bank Sweep.

Incluido con otros Productos

Included with Other Products

When providing other investment services, our clients can offer balance remuneration as a benefit for purchasing a variety of other investment products offered through Wealth2B.

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