Recommended Products for High-Net-Worth Depositor

These account types align with the priorities and constraints of this depositor profile.

Other Products — Situational Fit

These products are not the primary recommendation but may serve a specific purpose in a broader strategy.

Profile Analysis: High-Net-Worth Depositor

Managing cash positions exceeding $250,000. Requires strategies for FDIC coverage beyond the single-institution limit: CD ladders across banks, CDARS networks, and brokered CDs.

Deposit strategy for this profile centres on the trade-off between rate, liquidity, and insurance coverage. The recommended products above prioritise the attributes most relevant to this depositor type — see each product page for the full analysis.

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