E-Docs | Valet Account | Advantage Account

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.

 

 
 


What's New

1DB strives to bring you the best mix of new products and services to meet your needs

 

  

 


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Ridge Clearing & Outsourcing Solutions, Inc. is a member of the Securities Investor Protection Corporation (SIPC), which protects securities and cash of the customers of its members up to a maximum of $500,000, of which $100,000 may be cash. More information about SIPC coverage is available at www.sipc.org.

Each client's account is protected up to $150 million, including cash of up to $2 million. The first $500,000 of coverage (including $100,000 on cash holdings) is provided by the Securities Investor Protection Corporation (SIPC). Ridge Clearing & Outsourcing Solutions purchases an additional insurance policy through London Underwriters (with Lloyd's of London Syndicates as the Lead Underwriter). A $600 million aggregate limit applies as well, which is the most the London Underwriters will pay in the event of liquidation. SIPC insures the assets held in brokerage accounts if the brokerage firm fails. SIPC does not protect investors against investment decline or loss.