How does the automated treasury management work?

If your bank is able to integrate with Mayfair via Plaid, you'll enjoy access to our automated transfer tool, which allows you to select the minimum balance for your main banking account.

If your main banking account falls below the level you specify, it will automatically be topped up from your Mayfair cash account.

If, however, your main banking account goes above an amount you specify, the surplus cash will automatically be moved to the Mayfair cash account to optimize the yield you earn and safeguard your funds.

For more information about our automated treasury management and how to set yours up, we invite you to read this article.

Interested in learning more about cash management and our solution?