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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.
ProCash Plus® is a powerful asset management tool that allows your clients to invest in securities, purchase products and services, write checks, and pay bills from one convenient account. You can take advantage of the asset gathering potential of ProCash Plus and approach financial management the smart way, with the most services and the least frustration.
You can offer clients a ProCash Plus account in their choice of Silver, Gold, or Platinum. All three levels offer benefits and features that encourage clients to consolidate their assets into their brokerage account for convenience and offer you an easy and effective way to capture client assets.
Features offered in Silver, Gold and Platinum:
• Daily money market fund sweep of idle cash
• Margin privileges for additional borrowing power
• Direct deposit of payroll, pension, Social Security, and more
• Online access to check payee information
• Unlimited check writing with no minimum per-check amount
• Free first order of checks
• CashCall -24-hour automated voice-response account information system
• BillSuite -online bill payment and presentment service (optional)
• EasyPay -24-hour automated voice-response system for transferring funds into brokerage account from any valid checking account (optional)
• SelectLink -comprehensive account summary (optional)