You may also want to use your brokerage account as a bank account as well. Made possible through our clearing firm, we offer banking features in an account named Advantage Account.
Please see the link above for a detailed description of account features.
Features include:
Through a single account, clients can buy and sell securities, pay bills, write checks, make ATM deposits and withdrawals by using a Debit Card.
By consolidating all banking and brokerage needs into one account, clients can avoid managing multiple relationships with various financial institutions.
Transactions on the Vision account will be reflected on the client’s regular monthly brokerage account statement.