Premier Account

Monitor Your Assets

  • State-of-the-Art Statement Asset-allocation pie chart.

  • Recap of your account's total net worth.

  • Realized & unrealized gains/losses.

  • Portfolio detail and account activity.

  • Year-end complete recap of the past 12 months' account activity for assistance in tax preparation.

Online Account Access
  • Secure access to account information via the Internet.
  • Daily realized and unrealized gain (loss) information.
  • Access to research reports and analyst notes.
  • Enhanced quote site which includes Bridge News.
  • 35 business days of transactions, Visa debit cardŽ, deposit and checking.
  • Pay your bills online with Bill Payment & Presentment.

 

Premier Account Service

  • Client service representatives are available 7 days a week.

  • Access account balances, checking and Visa debit card activity, 24 hours a day, via any touch-tone phone.