The Stessa Tax Center

The insurance instant quote is powered by Steadily, an insurance producer licensed in all fifty states and Washington, DC. Stessa is not authorized to sell, solicit, or negotiate any underlying insurance being sold or perform any activities that would otherwise require a license or authorization by any state, local or other governmental regulator.

All insurance products, sales and information are solely provided by Steadily. Steadily Insurance Agency, Inc is licensed in all 50 states and Washington, DC under the national producer number (NPN) 19627533. You can verify the individual license status for any state using Sircon and NIPR.

As a resource to investors, Stessa may provide contact information or links to lending, insurance, property management, or other financial or professional service providers. In providing this information, Stessa does not recommend or endorse any third-party provider nor guarantee their services. Stessa may receive compensation or other financial benefits from service providers that market on this site, as authorized by law.

Annual Percentage Yield (APY) is accurate as of December 19, 2024. No minimum balance or opening deposit required. Fees could reduce earnings on the account. Annual Percentage Yield (APY) of 2.31% (APR of 2.28%) on deposit accounts for new Essentials and Manage users signing up, accurate as of December 19, 2024; and 3.98% APY (APR of 3.91%) for Pro users is accurate as of December 19, 2024. APY for the account may change at any time, before or after the account is opened.

Stessa is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC. The Stessa Cash Management Visa® Debit are issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted.

Your deposits qualify for up to a maximum of $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program here: https://thread.bank/sweep-disclosure/ and a list of program banks here: https://thread.bank/program-banks/. Please contact [email protected] with questions on the sweep program.

No minimum balance or opening deposit required. Fees could reduce earnings on the account. Account holders can earn 1.10% cash back on debit card purchases. Cash back earned each month will be credited to your account by the next month’s statement cycle. ATM transactions, the purchase of money orders or cash equivalents, loan payments and account funding made with your debit card are not eligible for cash back rewards. Terms and eligibility requirements apply.

Essentials is a free plan and Manage and Pro are premium subscription plans. The terms and conditions for Stessa Plans are subject to change, including pricing.