Banking Referrals
Banking Referrals
Looking for a bank for yourself or your business? We help individuals and businesses connect with a banking representative who can answer their questions clearly and professionally.
Service Availability
Tell us your location. We confirm service area and online or in-person availability for each inquiry; independent providers confirm their own coverage.
Scope & Fees
The independent provider confirms their service scope, fees and terms. You choose whether to engage them directly; any separate TrueTax fee is explained before you agree.
For paid work, we confirm the agreed tasks and deliverables, timing and cost before starting. Additional work is discussed and approved separately.
- Introductions to personal and business banking representatives
- Discuss personal accounts, business accounts, fees and everyday banking services with the bank
- Ask about payment services and banking tools for your personal or business needs
- Discuss financing questions and application requirements directly with the bank
- Arrange an introduction based on your needs and representative availability
Referral introductions only. TrueTax is not a bank and does not provide financial advice, recommend a specific financial product, open accounts or arrange financing. Bank representatives explain their services, requirements, terms and fees. You choose the bank and services that suit your personal or business needs; the bank makes all account and credit decisions. Account opening, financing approval, rates and outcomes are not guaranteed. We ask for your consent before sharing contact details and disclose any referral compensation before an introduction.