WE TRANSFORM BUSINESS NEEDS INTO SOLUTIONS THAT GROW WITH YOUR BUSINESS.
Manage Wealth Holistically
Investment Checking
With premium banking features and a link to their brokerage account, clients can generate savings with overdraft protection and monthly sweeps.
Solutions Checking
An everyday account built for convenience with no minimum balance, unlimited check-writing features and online access anytime, anywhere.
Institutional Deposits
Retirement plan sponsors can provide plan participants with a cash option that offers both liquidity and the security of FDIC deposit insurance.
">
Premium Banking Features
Competitive Rates1
Our Deposit products offer some of the most competitive rates in the industry.
No Minimum Balance
Clients can open and maintain an Investment or Solutions Checking account with as little as $0.
No-Fee Standard Checks
Clients can save money with the free checks feature in our Investment and Solutions Checking accounts.
Unlimited Check Writing2
With no-fee standard checks and unlimited check-writing privileges, our Investment and Solutions Checking accounts provide real value.
Overdraft Protection3,4
Clients can opt-in for overdraft protection for the Investment and Solutions Checking accounts.
- For the Investment Checking account, interest is currently paid on accounts held by individuals, trusts and nonprofit organizations. Our interest rate is competitive with rates paid on brokerage checking accounts.
- A per-check fee may apply to some business accounts. See account agreement for details.
- For clients who maintain a Securities-Backed Line of Credit (SBLOC) with us, the Solutions Checking account can be linked to the SBLOC to cover overdrafts that may occur against the checking account.
-
Clients that maintain an Investment Checking Account linked to their brokerage account can opt-in for overdraft protection for checks and Bill Pay.