Cash Management Services

Compete directly with the wirehouses by offering a Corestone® Account; a powerful asset management account that gives your clients a complete portfolio snapshot in one statement.

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.

Features offered in Silver, Gold and Platinum:

  • Daily money market fund sweep of idle cash
  • Margin privileges for additional borrowing power
  • Direct deposit of payroll, pension, Social Security, and more
  • Online access to check payee information
  • Unlimited check writing with no minimum per-check amount
  • Free first order of checks
  • CashCall - 24-hour automated voice-response account information system
  • BillSuite - online bill payment and presentment service (optional)
  • EasyPay - 24-hour automated voice-response system for transferring funds
  • SelectLink - comprehensive account summary (optional)


Silver Accounts

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.


Gold Accounts

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.


Platinum Accounts

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.