Open Private Account

Step 1 of 4 • Personal Identity

Identity

Residency

Account

Security

Tell Us About Yourself

Please provide your legal name as it appears on your government-issued identification.

Legal First Name*

Middle Name (Optional)

Legal Last Name / Surname*

Preferred Client Handle* Instant Handle

Date of Birth*

Gender*

Male Female Other

Primary Email Address*

Mobile / Direct Telephone*

Country of Tax Residency*

Residential Street Address*

Region / State / Province*

City*

Postal Code*

Private Checking Account

Everyday & Global Wires

Engineered for daily liquidity, instant international wire settlements, and multi-currency card spending.

$0 Monthly Fee Same-Day SWIFT/SEPA Virtual & Metal Debit Card

High-Yield Savings & Wealth Account

4.85%–15.50% Tiered Return

Earn institutional compounding returns while safeguarding capital across Starter, Growth, and Premium mandates.

Daily Profit Accrual Dedicated Wealth Advisor 100% Principal Protection

Joint Private Banking Account

Dual-Signatory Co-Ownership

Shared private banking account with full legal co-account holder registration, dual cards, and survivorship rights.

Registered Co-Account Holder JTWROS Survivorship Rights Dual Virtual & Metal Cards

Corporate & Commercial Treasury Account

Institutional & Entity

Multi-signatory corporate operating account for commercial entities, holding companies, payroll, and B2B SWIFT clearing.

Entity EIN / LEI Registration High-Volume Wire Limits Corporate Expense Cards

Offshore Sovereign Custody Account

Cross-Border Jurisdiction

Ring-fenced cross-border custody domiciled in premier financial jurisdictions (Zurich, Cayman, Singapore, Luxembourg).

Multi-Jurisdiction Domicile 48-Currency FX Hedging Sovereign Asset Protection

Multi-Currency FX Treasury Account

48 Global Currencies

Hold, convert, and settle institutional liquidity across USD, EUR, GBP, CHF, SGD, AED, JPY, and 41 additional currencies.

Interbank Spot FX Rates Instant Currency Conversion Dedicated IBAN Coordinates

Family Office & Fiduciary Trust Account

Dynasty & Estate Mandate

Structured fiduciary account for family offices, revocable/irrevocable trusts, endowments, and generational wealth transfer.

Fiduciary Trust Governance Beneficiary Ring-Fencing Bespoke Estate Reporting

Institutional Money Market Account

5.25% Sovereign T-Bill Yield

High-liquidity sovereign Treasury bill and overnight repo yield account with same-day liquidity access.

5.25% Variable APY Sovereign T-Bill Backed Same-Day Liquidity

Lombard Margin & Portfolio Credit Account

Asset-Backed Liquidity

Unlock instant credit lines and margin liquidity collateralized against your investment portfolios without selling assets.

Up to 75% LTV Credit Line No Asset Liquidation Preferential Lombard APR

Private Custodial & Escrow Account

Segregated Fiduciary Escrow

Segregated custodial or real-estate/M&A escrow account managed on behalf of a designated beneficiary or co-party.

Designated Beneficiary / Party Segregated Balance Sheet Compliance Escrow Releases

MANDATORY CO-ACCOUNT HOLDER DOSSIER

Joint Co-Account Holder Details & Survivorship Mandate

Co-Account Holder Full Legal Name*

Co-Account Holder Email Address*

Co-Holder Telephone

Relationship to Primary Holder

Co-Holder Date of Birth

Co-Holder ID Document Type

Co-Holder ID / Passport Number

Signatory & Survivorship Rule

INSTITUTIONAL ENTITY DOSSIER

Corporate / Trust Legal Entity Details

Registered Legal Entity / Trust Name

Company Reg # / EIN / Tax ID

Authorized Signatory Role

CROSS-BORDER CUSTODY DOMICILE

Offshore Booking Center & Base Currency

Preferred Offshore Booking Jurisdiction

Primary Settlement Currency

Create Master Password*

8+ Characters Uppercase Lowercase Number / Symbol

Confirm Master Password*

4-Digit Transaction Authorization PIN* Required for outbound wires

I confirm that the information provided is accurate and agree to the Fidvoris Terms of Service and Privacy Policy.

Master Account Opening Agreement, USA PATRIOT Act Notice & Electronic Banking Terms

Customer Identification Program (31 CFR § 1020.220), E-SIGN Act Consent, AML/KYC & Fiduciary Custodianship — Dialog box opens automatically when you click submit so you can Agree or Deny.

DIALOG ON SUBMIT

You declined the Master Account Opening Agreement, USA PATRIOT Act Notice & Electronic Banking Terms. Your application cannot be submitted until you review and agree to the regulatory terms in the dialog box.

            PRIVATE BANKING MASTER ACCOUNT OPENING CHARTER • REF: MASTER-CHARTER-CIP-2026
          

Master Account Opening Agreement, USA PATRIOT Act Notice & Electronic Banking Terms

Fidvoris — Mandatory Regulatory & Compliance Disclosure

Please review the statutory disclosures, anti-money laundering rules, and client obligations below before submitting your application. Select "I Agree & Open Private Account" to attest and proceed, or "Deny / Decline Terms" to cancel.

SECTION I USA PATRIOT Act Section 326 Notice — Important Information About Opening a New Account

To help the government fight the funding of terrorism and money laundering activities, Federal and international banking laws require all financial institutions to obtain, verify, and record information that identifies each person or legal entity who opens an account. When you open an account with Fidvoris, we will ask for your full legal name, residential address, date of birth, citizenship/residency, and government-issued identification number.

SECTION II Account Governance, Security PIN & Multi-Factor Clearance Controls

You are responsible for maintaining the confidentiality of your account password, 4-digit Transaction PIN, and any assigned Transaction OTP, TAC, IMF, or COT security clearance codes. All instructions authenticated with your credentials are legally binding.

SECTION III E-SIGN Act Electronic Disclosures, AML Compliance & Privacy Policy

By clicking "I Agree & Submit Application", you consent under the Electronic Signatures in Global and National Commerce Act (E-SIGN Act, 15 U.S.C. § 7001) to receive official bank statements, tax forms, and regulatory notices electronically, and you certify under penalty of perjury that all registration information provided is true, complete, and accurate.

Do you agree to these regulatory terms and conditions?

Clicking "I Agree & Open Private Account" records your electronic consent and submits your application.

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