Pershing Advisor Solutions
Contact Us
<%stf_contact_us_bds%>
<%stf_contact_us_ria%>
<%stf_contact_us_prime%>
<%stf_whitepapers%>
<%stf_Webcasts%>
<%stf_Podcasts%>
<%stf_Brochures%>
<%stf_demos%>
<%stf_case_studies%>
<%stf_fact_sheets%>
<%stf_newsletters%>
<%stf_ads%>
<%stf_direct_brokerage%>
<%stf_guide_books%>
<%stf_mutual_fund_email%>
Cash Management Solutions
You can strengthen your client relationships by offering extra convenience and account protection. Our Cash Management Solutions provide value-added client services, while helping to make your processes more efficient.
Corestone Account™
- A flexible asset management account that lets clients handle all of their daily activities—checking, investing, bill payments and much more
- A complete portfolio snapshot on one comprehensive statement
- Direct deposit, unlimited check writing and complimentary initial check order, electronic statements, voice response and live support
- Significant additional benefits, depending on the account tier, including a Visa® debit card, enrollment in the RewardSuite™ loyalty program, discounts for replacement check orders and other banking services, and a full range of concierge services
- 24/7 voice response service available for all account-and debit card-related questions, including live customer service for all account questions, Monday through Friday, 8:30 a.m. - 6 p.m. (ET)
EasyPay™
- Provides easy account funding
- Enables your clients to conveniently transfer funds from their checking accounts to their brokerage accounts by phone
- Allows your clients' accounts to be credited prior to settlement if a payment is initiated before 1 p.m. (ET) on the second day following a trade
Contact us today to learn how we can support your cash management needs.