Banking Solutions for Attorneys & Legal Professionals

Schedule an Appointment with a Relationship Manager

Take the Bank Five Nine Challenge for Attorneys!

You could be saving on monthly banking fees or earning more interest with our specialized accounts for legal professionals. Simply let us conduct a 2-month comparative analysis of your current bank statements to demonstrate the value Bank Five Nine provides.

Legal Professional Banking Solutions

As an attorney, you play a special role in the community. With us, you’ll receive a customized solution for your financial needs that has been designed through years of managing relationships with legal professionals. We offer an extensive suite of financial services for law firms, focused on helping attorneys optimize cash flow and providing ready access to specialized accounts the legal profession employs.

We know that every practice is different. Our distinctive banking solution for legal professionals include:

  • IOLTA (Interest on Lawyers Trust Accounts)
  • Workers Comp Restricted Accounts
  • IBRETA (Interest Bearing Real Estate Trust Accounts)
  • Fiduciary Accounts

Bank Five Nine has been recognized as one of only 12 banks in the state as a Prime Partner by the Wisconsin Trust Account Foundation, Inc. (WisTAF). As an approved Trust Account Depository in the State of Wisconsin, Bank Five Nine makes opening an IOLTA simple. Once you establish an attorney business account relationship with Bank Five Nine, we will be able to guide you through the process of setting up an IOLTA.

Open any new business checking account and receive up to $300 in discounts!

Get up to $150 off your first Deluxe check order package* AND up to $150 in discounts on any combination of Cash Management services!**

Earn more with our Distinctive Money Market Account!

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Maximize your savings by switching to Bank Five Nine and receive this great rate!

Distinctive and Personalized, Local Service

Bank Five Nine is a local, community bank based in Wisconsin. Our branches are close by and our relationship managers are ready to answer your questions or help you with anything you might need.

Distinctive Business Banking Services

As an attorney, you need to manage your cash flow, accept payments and disburse funds. Depending on the size of your practice, Bank Five Nine business checking accounts will provide the right base to add the essential products and services to make your practice flourish.

Compare our Business Checking Accounts

Compare our Business Savings Products

Bank Five Nine Business Online Banking enables access to your business account, and all other accounts your practice uses from any internet connection. Manage your accounts by transferring funds, making payments and view all your accounts in one place.

Bank Five Nine Cash Management Suite gives you the tools to develop cash flow solutions customized to your practice. For practices that prepare individual tax returns, Bank Five Nine Express Deposit can help improve your cash flow.  You can also automatically debit your authorized customers’ accounts, schedule payments, stop fraudulent activity and use merchant services to accept credit card payments, if that is what your practice requires.

Special Financing Offers for Attorneys

Are you establishing a new office, looking to acquire or buy an existing practice or looking for commercial real estate? Bank Five Nine is the #1 SBA Lender in Wisconsin and is in the top 30 providers in the nation for SBA loan volume. We’re offering special financing to Attorneys including:

  • Commercial Real Estate loans at 3.99% fixed for 5 years¹
  • Commercial Lines of Credit with no closing costs, with the opening of an Bank Five Nine deposit account²
  • Veteran business owners will receive 50% off closing costs on all commercial loan products3

Take advantage of these special financing offers today!

Learn More About Credit Solutions and Lending Options

Let’s Get Started

Schedule an Appointment Today

Our experienced relationship managers would like to discuss your financial needs and help establish your distinctive business solution. We know that as a professional your time is valuable. We would like schedule an appointment, set a meeting agenda and tell you more about our business solutions for professionals. Please call us at (262) 569-9900 to schedule an appointment or send us an email request by clicking on the link above. We look forward to meeting with you.

Wealth Management and Retirement Planning^

Five Nine Wealth Management Trademark Logo

Once you take advantage of our Distinctive Business Solutions, ask how we can help you manage your personal wealth through a resource of our company, Five Nine Wealth Management. Five Nine Wealth Management representatives know that preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Learn More About Five Nine Wealth Management

^Bank Five Nine (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank Five Nine and Five Nine Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Five Nine Wealth Management, and may also be employees of Bank Five Nine. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank Five Nine or Five Nine Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value


*Receive up to $150 off your first Deluxe check order package at time of new account opening. **Receive up to $150 in discounts on any combination of Cash Management services; elections must be determined within 10 business days of new account opening. This offer applies to new business checking accounts opened with new money not currently on deposit at Bank Five Nine. If any owner or signer on the account has previously been an owner or signer on a different Bank Five Nine business checking account within the past three (3) years, Bank Five Nine reserves the right to deny this offer. Businesses with a Bank Five Nine employee as owner are not eligible. Applicable to businesses with Wisconsin mailing addresses only. Not all customers will qualify for the products and services offered. Bank Five Nine will honor one (1) offer per business. This offer cannot be combined with any other offer. Offer must be presented at account opening. Fees could reduce earnings on the account. Bank Five Nine reserves the right to change or discontinue the offer at any time.

***An open and active business checking account is required to maintain a Distinctive Money Market Business Account. An active business checking account is defined as an account which has ten (10) ACH, debit card or check transactions post to the account per statement cycle. If the requirements of the active checking are not met, we reserve the right to terminate the introductory rate prior to the 180th calendar day and rates will revert to the standard rates. Each Distinctive Money Market Business account and business checking account can have not more than one (1) linked relationship. One Distinctive Money Market Business account per business. Cannot be opened with money currently on deposit at Bank Five Nine. Maximum new money deposit of $250,000. This is a variable-rate account. The following Annual Percentage Yields (APYs) are accurate as of 8/3/23; $.01-$14,999.99, APY is 0.10%, $15,000 and above, APY is 2.00%. If requirements are met, these rates are guaranteed for 180 calendar days after account opening. On the first business day following the 180th calendar day after account opening, rates will revert to standard rates. Requires a $15,000 minimum balance to open the account, and a minimum daily balance of $2,500 to avoid maintenance fees. Interest is calculated on the entire balance each day at the rate in effect for that balance tier. Applicable to businesses with Wisconsin mailing address only. Municipal funds will not be accepted. Fees could reduce earnings on the account. Bank Five Nine reserves the right to change or discontinue the offer at any time.

¹Special rate of 3.99% is fixed for first 5 years of Bank Five Nine business loan. After 5 years, the rate may go up. Final terms and conditions are subject to credit underwriting. Applicable to Wisconsin-based businesses only. ²No closing cost offer applicable to all Bank Five Nine business loans provided business opens at least 1 deposit account at Bank Five Nine and business is Wisconsin-based. ³50% off closing costs applicable to all Bank Five Nine business loans approved for Veteran-owned businesses provided business is Wisconsin-based.