Casa offers a wide range of membership options.
We recommend membership levels based on the value of the funds you need to secure.
|$ USD value
|Up to $1,000
|Up to $100,000
|$100,000 to $500,000
Do I have to follow these recommendations?
No. The above USD values are simply recommendations, not requirements. By design, there is absolutely no limit to the amount you can store on any of our plan levels.
We recommend higher membership levels based on value because higher membership levels offer increasingly higher levels of security with additional security features.
Some Standard members (our cheapest paid plan), for example, use Casa to secure much more than $100,000. Likewise, some Private Clients (our most expensive paid plan) are securing far less than $500,000.
Should I only consider USD value?
There are other reasons why a certain membership may be right for you. For example, the value of your holdings may be less than $500,000, but having the Team Signing feature available to Private Clients is important to you.
You can check out our membership level overview for more information on each membership.