GreenFi Checking and Savings Accounts are accessed from the GreenFi Platform website and mobile application, which is owned by Mission Financial Partners LLC.
Mission Financial Partners LLC manages the GreenFi Platform, which provides access to and helps support accounts at financial institutions, including Checking and Savings Accounts at Coastal Community Bank.
I certify that clicking "I agree to the terms and conditions" is equivalent to my written signature and by so clicking I accept, acknowledge, and / or understand the following:
I acknowledge that:
GreenFi is a financial technology company, not an FDIC-insured bank. Banking Services provided by Coastal Community Bank, Member FDIC. The GreenFi Debit Mastercard® is issued by Coastal Community Bank, Member FDIC, pursuant to a license by Mastercard International Incorporated. FDIC insurance only covers the failure of an FDIC-insured bank. FDIC insurance is available through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. Through the Coastal Community Bank Insured Bank Deposit Program, cash balances in the GreenFi Checking and Savings Accounts are deposited at one or more FDIC-insured depository institutions (each a "Bank") up to $250,000 per Bank. With five participating Banks available, Deposits are FDIC-insured up to $1.25 million per depositor. For more information, visit fdic.gov. You are responsible for monitoring your deposits at each Bank to determine the available FDIC insurance coverage.
Coastal Community Bank is a state-chartered bank in the state of Washington.
Mission Investment Advisor, LLC, is a registered investment advisor.
Mission Financial Partners, LLC, a Delaware limited liability company (“Mission Financial”) is a wholly-owned subsidiary of MFP Capital Group Inc.
Mission Financial Partners LLC, nor the parent entity, or any affiliates, are a Bank.
I have read and agree to:
I hereby authorize GreenFi to communicate and market products and services, including providing notice of, through use of Website, Mobile App, Social Media, Email, Phone, SMS, Text Messaging, Push Notifications, and other cellular and advertising channels. I understand that text message, data rates, and other fees may apply. I further understand that I must opt out in order to stop these methods of communication and marketing.
I authorize my wireless operator (AT&T, Sprint, T-Mobile, US Cellular, Verizon, or any other branded wireless operator) to disclose my mobile number, name, address, email, network status, customer type, customer role, billing type, mobile device identifiers (IMSI and IMEI) and other subscriber status and device details, if available, to a third party service provider, solely to verify my identity and prevent fraud for the duration of the business relationship. See GreenFi’s Privacy Policy and Privacy Notice for how GreenFi treats consumer data.
Under penalty of perjury, I certify that:
I am the owner of any external account used to fund or make payment to any GreenFi account or service.
I am a U.S. person (including a U.S. resident alien) as defined on IRS Form W-9.The Social Security Number or Taxpayer Identification Number shown on this application is correct.
I am not subject to IRS backup withholding.
I am not a politically exposed person.
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account or is added as an additional signatory to an account. The information we request may vary depending on the circumstances, but at a minimum, will include your name, address, an identification number such as your social security or taxpayer identification number, and for individuals, your date of birth. We also may be required to verify the information you provide to us. This verification process may require you to provide us with supporting documentation that we deem appropriate, such as a driver's license or other identifying documents. We may also seek to verify the information by other means. We reserve the right to request additional information and/or signatures from you from time to time. Please remember that any documents or information we gather in the verification process will be maintained in a confidential manner.
I understand that I may open an GreenFi-branded demand deposit and savings account (“GreenFi Account”) with Mission Financial Partners, LLC by going through the account selection and opening process on the GreenFi website or mobile application. Furthermore, I certify that:
I understand that Mission Financial Partners, LLC, is not a Bank.
I understand that I have the option to pay a fee to Mission Financial Partners, LLC in an amount of my choosing that I believe is fair, between $0 and $20 per month. This fee is charged monthly for the GreenFi Account.
I may increase or decrease the Pay What is Fair Fee at any time upon written notice to GreenFi, such notice to be provided pursuant to Schedule 3 of the GreenFi Deposit Account Agreement. If I do so, the adjusted Pay What is Fair Fee. (if any) in effect on the last business day of the month is effective retroactively from the first business day of the month and is used to calculate the Fee for the month.
I have received the Business Continuity Disclosure Statement.
I have read and reviewed, and I agree to the terms and provisions of, the GreenFi Deposit Account Agreement.
I understand that Plant Your Change is an optional service, and if I choose to opt into this service, I have read reviewed, and agreed to the terms and provisions of the Plant Your Change Disclosure.
I am the owner of the account used to fund my GreenFi Account.
I hereby authorize Mission Financial, LLC to automatically invest the available cash in my GreenFi Account through the Insured Bank Deposit Program. The terms and conditions of the Bank Deposit Program are described in the Deposit Account Agreement (Schedule 4)
I understand that Mission Financial Partners, LLC, may use third parties to provide some services to me and agree to the third-party terms and conditions necessary to use these services and products.
I understand that my property may be transferred to the appropriate state if no activity occurs in the account within the time period specified by law. This process is governed by the escheatment laws of my state.
The following section is specific to if I am applying for (or in the future apply for) an GreenFi Redwood Fund and GreenFi Fund Adviser, LLC Account:
I certify that:
I understand that I am applying for an account with GreenFi Funds, and the account will be held with its Transfer Agent, Nottingham Shareholder Services.
I understand that the GreenFi platform, operated by Mission Financial Partners LLC, is a service provider to GreenFi Funds. Services provided include onboarding, forwarding trade and funding instructions, and customer support.
I have received GreenFi's IRA Disclosure & Custody Agreement, which applies if I open an IRA with GreenFi.
I have read and received GreenFi Funds’ documents including: the GreenFi Redwood Summary Prospectus, the GreenFi Redwood Prospectus, and the GreenFi Redwood Statement of Additional Information.
*I understand that my property may be transferred to the appropriate state if no activity occurs in the account within the time period specified by law. This process is governed by the escheatment laws of your state.
*I authorize the GreenFi Funds and its agents to act upon instructions (by phone, in writing or other means) believed to be genuine and in accordance with procedures described in the prospectus for this account or any account into which transfers are made.
*I agree that neither the GreenFi Funds nor any of its agents will be liable for any loss, cost or expense for acting on such instructions. GreenFi Funds can redeem shares from my account(s) to reimburse for any loss due to non-payment or other indebtedness.
*I certify that I have the authority and legal capacity to make this purchase in this account, and that I am of legal age in my state of residence.
*I acknowledge and understand that the GreenFi Redwood Fund is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina 27609. There is no affiliation between the GreenFi Redwood Fund, including its principals, and Capital Investment Group, Inc.
Version 2.0 (Published April 2025)