$1.1M has sat idle in Felix Sterling's Capital One savings account for 6 months

Felix Sterling · HNW · 70+ · Tampa, FL · Advisor Elena Brandt

Why it fired

No deposits or withdrawals since the last activity. Cash at this level could be earning more, or be part of the plan.

Rule: $100K or more in cash with no activity for 180 days.

Capital One savings account balance

Evidence (2)

Deposit
May 14, 2026 · Capital One savings account
+$28,300
Reported balance
Nov 6, 2026 · Capital One savings account
$1,129,019

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Discuss putting idle cash to work

“Felix, I see a healthy cash balance that hasn't moved in about 6 months. Is that set aside for something specific? If not, we could talk about putting some of it to work.”

A prompt for a conversation, not financial advice.

Status: Sent to CRM · Payload delivered to the demo CRM preview.

Done. Nothing left to do here.

View profile

Large Inflow / Outflow
Felix Sterling moved $348.8K from Wells Fargo checking account to Gemini crypto account
5d agoDismissed$348.8K
$348.8K
Crypto Activity
Felix Sterling bought $348.8K of Solana
5d agoNew$348.8K
$348.8K
Large Inflow / Outflow
Felix Sterling moved $332K from Wells Fargo savings account to Wells Fargo checking account
5d agoNew$332K
$332K
401(k) Rollover
Felix Sterling's Johnson & Johnson 401(k) has had no contributions for 90 days
Sep 25Reviewed$710.9K
$710.9K
Debt Payoff
Felix Sterling paid off their auto loan
May 1Reviewed$24.7K
$24.7K

No deposits or withdrawals since the last activity. Cash at this level could be earning more, or be part of the plan.

Discuss putting idle cash to work

More for Felix Sterling

No deposits or withdrawals since the last activity. Cash at this level could be earning more, or be part of the plan.

Discuss putting idle cash to work

More for Felix Sterling