Private Client Application

Begin your application.

Beyond The Bank is by application only. A private client officer will contact you within one business day to schedule a suitability call. All information is held confidentially and subject to KYC and source-of-funds review.

Full Name

Phone / WhatsApp

Tier of Interest

Capital Available for Allocation

Funding Source

Anything else we should know?

By submitting, you consent to be contacted by Beyond The Bank Card Company LLC, a subsidiary of Phoenix Capital Solutions. This is not an offer or solicitation of securities. Membership, cards, and program participation are subject to KYC, source-of-funds review, and suitability. Illustrative figures on this site are not a guarantee of return. Principal is at risk.

Prefer to write us directly? info@phxcapsolutions.com