Sign Up FAQs

How do Banking teams sign up?

Banking teams will receive a login from Peter Gaudry. They simply go to www.spendgrowgive.com and enter the team’s login.

When you’re ready to sign up a client, we encourage you to refer to Sign-up Checklists 1 and 2 provided. It might be helpful to first engage clients on the topic of their children and investments (Checklist #1). Once the client says, “Great, sign me up,” we recommend that the designated TILE point person from your team complete the sign up process (Checklist #2).

How many and what type of accounts does the Member need?

Each Member needs 3 accounts:

• 1 DDA for SPEND which links to a debit card; a linked credit card is optional
• 1 15F/13K Private Bank investment account for GROW
• 1 DDA for GIVE (no debit card)

Do they need all three accounts to get going?

Research shows that young adults care about all three aspects of their financial lives equally. That’s the philosophy TILE is rooted in and it’s why we consider all three accounts essential to the experience. For those who feel they don’t need part of the site’s functionality, we would encourage them to try it – they may be surprised at how their children react.

Why does TILE need information such as academic level to sign up a Member?

Members can compare their Spending and Giving habits with other Members in the TILE community. Some basic information, such as age group and academic level, are used for these comparisons.

What about accounts for the Funder?

The Funder needs one bank account from which to transfer funds to the Member’s three destination accounts. Wire or ACH transfers to each will be set up by the Client or Banker team.