Online Account Access
Client Access
Financial Professional Access
- You can now manage your clients’ accounts using The Bancorp TALEA® | Lync™ ("Lync") client account management tool. Lync is accessible through the TALEA® platform using your existing log-on credentials. Lync provides financial professionals with more advanced and expanded account management functions for new and existing accounts. Learn More
- Financial professionals are granted access to client accounts through account application.
eMoney
- eMoney is an account aggregation tool that allows you to view client details.