Financial Wellness Tools
Cash flow management tools and financial wellness features that help workers manage their money.
Free financial wellness for all
We’re on a mission to make financial freedom possible for workers. Whether it’s through cash back rewards on everyday purchases, personalized spending insights, or an easy-to-use savings tool that helps users set and contribute to a savings goal, financial wellness is baked right into our app.
Get your employees started on their financial wellness journey
Help your workforce save for the future, manage their expenses, and plan for the unexpected with our free suite of financial wellness tools.
Free Financial Tools
Using their Branch Card, workers can earn cash back on everyday purchases at participating retailers both in-store and online.
Workers can set aside funds automatically and earn up to 3.25% APY* in High Yield Savings, right inside the Branch App. Auto-contributions make saving a set-it-and-forget-it habit—with no fees and no minimum balance required.
An automated overview of earnings and expenses is available in the CashFlow tab.
A dedicated marketplace of personal finance solutions and services tailored to meet their needs (such as high-yield savings accounts, personal loans, and more) powered by Fiona.com.
Unlock a Happier, More Productive Workforce
*3.25% Annual Percentage Yield (APY) applies to accounts with an average daily balance for the month of $500 or more. Accounts below $500 average daily balance earn 1.25% APY. APY is variable and subject to change.
**Funds are held at Lead Bank, Member FDIC, and Evolve Bank & Trust, Member FDIC. FDIC insurance covers up to $250,000 per depositor. Coverage is pass-through and applies to your total deposits across all Lead Bank and/or Evolve Bank & Trust accounts.
***Branch is not a bank. Banking services are provided by Evolve Bank & Trust, Member FDIC or Lead Bank, Member FDIC (“Sponsor Banks”), as listed on the back of a user's Branch Card. FDIC insurance only applies for eligible accounts should the Sponsor Bank holding the user's funds fail. The Branch Mastercard Debit Card is issued by the Sponsor Bank pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.