Legal

MatchSavings Policies
‍

Privacy Policy
Electronic Fund Transfer Act Policy
Bank Secrecy Act/Anti Money Laundering/OFAC Policy
Complaint Management Policy & Procedure
Vendor Management Policy

Evolve Bank & Trust (Custodial Bank Partner) Policies
‍

Privacy Policy
Evolve Bank Deposit Agreement-Customer Account Terms
Evolve Trust Deposit Agreement-Business Account Terms
Evolve Electronic Communications Consent

Solidfi Technologies (Technology Partner) Policies
‍

Solid Electronic Fund Transfer Policy
Solid Bank Secrecy Act/Anti Money Laundering/OFAC Policy
Solid Complaint Management Policy & Procedure

CBW Bank
‍

CBW E-Sign Disclosure
Privacy Policy