Open account

Personal finance designed
around you

Premium service and benefits. Tailored for clients with $250,000 or
more in qualifying balances at Swift SD Capital.1,2

⁠Service From Your Premier Banker & Team

Your team of dedicated Swift SD Capital specialists will help you get the job done intelligently and efficiently.

Swift SD Capital discounts & benefits1,2,10

No ATM fees worldwide4,5

and no wire transfer fees for incoming or outgoing wire transfers4,6,7.

Discount on jumbo mortgage

rates, based on eligible assets with Swift SD Capital8

Relationship Interest Rates

on eligible linked CDs and savings accounts11.

⁠⁠Swift SD Capital Advisors discounts
& benefits1,2,10

Your team of dedicated Swift SD Capital specialists will help you get the job done intelligently and efficiently.



  • Waived Swift SD Capital Advisors annual account fees

  • Waived Swift SD CapitalTrade® annual household fee

  • Discounted Intuitive Investor® advisory fee

  • Access to securities-based lending9

⁠⁠⁠Goals-based planning

Together, we can help you organize your financial needs, understand your options, and build a strategy that evolves with your life.

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