Cash Management

Organize your financial life with a brokerage account. 

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Would you like a complete view of your investments and cash holdings so your finances are easier to control?

Like most people, you probably maintain a number of accounts, each to handle a different aspect of your finances. A brokerage solution can help you get organized.

Comprehensive account services

Waddell & Reed provides a full-service brokerage platform designed to help you and your financial advisor manage your investments more efficiently. You’ll have access to a Corestone® asset management account. Corestone turns an ordinary investment account into a powerful asset management tool that consolidates your investing, checking and Visa® debit services into one convenient account.

Plus, all of your account activity is organized for you on one, comprehensive statement providing a complete picture of your portfolio — including your cash — empowering you to track and monitor your finances with ease.

A powerful solution to manage your finances, Corestone has four plan levels for individuals, each with its own features and money-saving benefits including:

  • Unlimited check writing
  • Direct deposit
  • Debit card
  • Travel assistance service
  • Cost-basis reporting
  • Year-end account summary statement
  • Online bill payment

Simplified money management

No matter the investment type, you will have all the power of an investment account plus the convenience of cash management features that allow you to:

  • View how much your money has earned
  • Track what your investments are worth
  • Know where your money is being spent
  • Measure investment performance quarterly
  • Prepare taxes accurately and easily

Ready to add ease to managing your accounts?

Contact a Waddell & Reed advisor today. 

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This information is provided for informational and educational purposes only.

The information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to assist in the understanding the issues discussed. Neither Waddell & Reed, Inc., nor its financial advisors associated with Waddell & Reed give tax, legal, or accounting advice. You may want to consult with your accountant or tax advisor to discuss your personal situation.

Past performance is not a guarantee of future results. Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance.

Not all account types may be available on all platforms. Some products & services may not be available with all accounts. Brokerage, investment and financial advisory services are made available through Waddell & Reed, Inc., in its capacity as a registered investment adviser. Brokerage accounts cleared through Pershing LLC.  SEC-Required Report on Routing of Customer Orders

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