|
Colorado Capital Bank has leveraged our expert resources to develop a unique offering that will position your QI business to excel in the market place. You need a responsive bank that reacts expediently should issues arise, one that protects the interest of you and your clients and banking professionals that emanate integrity in every aspect of your relationship. Always conscience of IRS Rulings and the impact they may have on your bottom line, we have taken an aggressive, insightful approach to the management of your business.
Simply stated, we are:
- Committed to delivering value added products and services
- Dedicated to meeting the lifetime financial needs of our customers
- Devoted to treating our customers with the respect, personal attention and care they deserve
Qualified Intermediary Relationship:
- Affiliate member of the Federation of Exchange Accommodators
- Payment subsidy in the form of Marketing Fees instead of interest
- Segregated accounts
- 1099-INT year end reporting
- Split Rates
- Ability to assign Exchangor Interest Rates by account
- Aggregate relationship pricing
- Personal QI Specialist for your every day needs
- Sophisticated On-Line Banking Module
- Ability for the Tax Payer to view balances and bank activity on-line
- Unparalleled technology
- Monthly Bank Statements on every account
- Month End reporting on your entire relationship, including your Marketing Fee calculation
- Overnight delivery service
- Remote Deposit Capture
- Additional Insurance Coverage if desired

|