Our clients have 24/7 access to complete and updated information on their investments:
| Accounts Updates Made Easy | |
|---|---|
| 1 | Account Summaries: Check every account at a glance. |
| 2 | Portfolio Tracking: For Gains and losses (securities) and cost basis. |
| 3 | Monthly Statements: Personalized Detailed reports. |
| 4 | Portfolio/Tax Planning Summaries: At the end of nine months, then again at the end of the year, you will receive special reports that provide portfolio overviews and vital information to assist with your tax strategies and record keeping. |
| 5 | Toll-Free Phone Numbers: For fast, easy access to Relationship Managers and issue resolution. |
| 6 | Monthly Check Statements: These will show you cancelled checks (front and back) from the previous months. |
| 7 | Debit Card Activity |
We also provide safe and reliable access to your money.
| Easy Access to Your Money | |
|---|---|
| 1 | Our checking account features no minimums or usage charges (for checks) |
| 2 | You receive a complementary Visa™ Debit Card |
| 3 | Direct deposit and Bill Payment services |
| 4 | Transfer between your international Account and other U.S. based bank accounts |
Financial Instuments: