E-Docs
E-Docs is an internet service designed to give investors more timely access to their accounts and financial reports in an electronic format. Advantages to using E-Docs include: flexible access to account statements, confirms and tax information, secure storage in a private E-Documents account, reduced paperwork and clutter, and enhanced recordkeeping.
Valet Account
Valet is a full service asset management account, combining many bank type features with the investment options of a brokerage account. Through a single account you can trade securities, pay bills, write checks, and make ATM and Visa™ debit card transactions while earning valuable rewards points. By combining various banking and brokerage needs into one account, you can avoid managing multiple relationships with various financial institutions. One monthly statement details it all! For more information www.valetaccount.com.
Advantage Portfolio Management Program
The Advantage Portfolio Management Program combines the benefits of fee-based professional money management with the latest Web-based financial services technology.
Currently the Advantage program consists of two non discretionary wrap offerings: a mutual fund wrap product (Mutual Fund Advantage) and a separate account option (Separate Account Advantage), featuring a stable of recognized money managers.
Advantage incorporates credible investment guidance, client-driven portfolio modeling, objective security selection, and ongoing performance monitoring for one all-inclusive fee.
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