Brokerage Portfolio Account

For a minimum initial investment of $15,000, our Brokerage Portfolio Account offers the high level of flexibility and product features that you want to provide. Among the many valued features it offers are —

• A choice of municipal and taxable money market funds for the cash sweep feature
• A VISA® Gold debit card with ATM access at 450,000+ locations (1)
• Exclusive VISA® Gold cardholder features such as auto-rental discounts, travel accident insurance, emergency card replacement, and more
• Unlimited, no-minimum check writing
• Check reorders free of charge
• Direct deposit of paychecks and Social Security via electronic funds transfer
• Periodic investment program to automatically purchase mutual fund shares on a regular schedule
• Equity reinvestment program to automatically reinvest dividends and capital gains distributions
• Margin account
• Comprehensive monthly statement with full portfolio detail, asset-allocation chart, check writing and debit card activity, and more

For the vast majority of brokerage clients, an asset management account is a necessity.
A well-structured Brokerage Portfolio Account can be the cornerstone of your client relationships, as well as a valuable asset-gathering tool.

(1) Fee may apply