Financial Products
Transactions within a brokerage account are executed and cleared by Pershing LLC. Pershing also serves as custodian for all retirement accounts (IRAs, SEPS, 401(k), Profit Sharing, etc.), provides extensive cash management services (check writing, bill pay, debit cards), and may hold certain fixed and variable annuities.
Through The Investment Center’s brokerage platform, you have access to listed and OTC stocks, a large inventory of fixed income securities, over 100 mutual fund families, and exchange traded funds (ETFs). For the appropriate client, additional strategies such as trading on margin or option writing are available.
As an Investment Center Registered Representative, you can compete directly with the wirehouses by offering ProCash Plus, a cash management account. ProCash Plus combines check writing, debit card capability, and electronic bill pay in one convenient investment account.