Custodians and Products for your Program

Products represent financial products offered by the Custodian(s) participating in your Program. Examples include checking, saving, brokerage, or retirement accounts. In the Rize Sandbox, two Products are available:

  • Checking Account
  • Target Yield Brokerage Account

The Custodian for the Checking Account Product is called Custodian Bank. The Custodian for the Target Yield Account is called Custodian Brokerage.

The Customers section of the Sandbox Guide explains how to onboard a Customer into the Checking Account and Target Yield Account Products.

For additional information on how Rize makes multiple Products available within a Program, please see our guide on Multi-Product Programs.