Asset management accounts help your clients manage their day-to-day banking needs. They also serve as an anchor to your clients' other assets and investments, creating a stronger relationship with you. Corestone® Account combines check writing, debit card capability, and electronic bill pay in one convenient investment account.
You can offer clients a Corestone® Account in their choice of Silver, Gold, or Platinum. All three levels offer benefits and features that encourage clients to consolidate their assets into their brokerage account for convenience and offer you an easy and effective way to capture client assets.
Offers easy access to funds, unlimited check writing, daily cash sweep, expense tracking, online bill payment, optional credit line, telephone access, and more. The Silver level is an affordable entry point that can be upgraded as asset levels build.
Includes all the benefits of the Silver level along with enhanced reporting, dividend reinvestment, purchase and travel protection, and a complimentary, point-based rewards program.
Includes all the features of the Silver and Gold levels. In addition, there are higher withdrawal limits, greater ATM fee reimbursements, discounts on check orders, and stop payments at no additional charge. The complimentary rewards program features higher point accumulation, concierge services, and minimal travel restrictions.