Corestone™* is a robust asset management tool that combines investments, checking, savings and spending in a single account. Based on their needs, your clients can select a Platinum, Gold or Silver account with varying service levels.
- Unlimited check writing
- Daily cash sweep
- Direct deposit
- Debit card
- Travel assistance service
- Cost-basis reporting
- Year-end account summary statement
- No annual maintenance fee for IRA
- BillSuite™ online bill payment and presentment service
- 24/7 live customer service
Your clients also can take advantage of these optional offerings to maximize their Corestone account.
- RewardSuite™ Points-Based Loyalty Program
- SelectLink® Comprehensive Account Summary
- EasyPay™ Funds Transfer System