Part of managing wealth is having smart solutions to your banking needs that can be integrated with your investments and overall financial planning. For your benefit and convenience we are able to offer wealth clients a variety of helpful banking solutions…
FDIC Insured Cash Advantage Checking Account with competitive interest rates which includes a debit card, as well as free online banking and bill pay. This account is linked to your securities account* for overdraft protection or if you just want to to access your investments for that important purchase in a simple and easy way. There is worldwide ATM access with no fees.
Cash Advantage Credit Line with competitive interest rates that use your securities account as collateral. This enables you to borrow against the value of securities in your account* while keeping your portfolio intact (without creating any potential tax consequences of selling securities). Funds can be accessed by check or through transfer to your Cash Advantage checking account. There are no application fees nor annual or monthly fees.
*Cash Advantage checking and credit lines cannot be linked to qualified retirement accounts such as IRAs
