Waddell & Reed

Cash Management Account

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.

Features include:

  • 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

In addition, your clients 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