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A Valet Account is a combination of
a brokerage and a bank account. Through your Valet account
you can invest in stocks, bonds, and mutual funds, etc., write
checks, make Visa® card purchases, and pay bills over
the Internet. By combining all of your assets into one account,
you can easily assess your overall financial status and avoid
having to review multiple statements.
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Getting Started
Once you have decided that you are ready
to start investing in your retirement, WallStreet*E can help
you meet your objectives. To open an account click on the
link below to begin downloading the necessary forms.
Download
forms
Investors' Bill of
Rights
Rights
Resposibilities as an Investor
Questions?
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How
Valet Works
Now
you can write checks and use your VISA® Gold Debit
Card around the world to access your investment account.
more |
Premium
Checking Services
more |
Electronic
Fund Transfer (ACH)
A
quick, convenient and secure way to transfer money electronically.
more
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Account
Protection
more
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Monthly
Account Statement
Valet's
combination brokerage and banking statement monitors your
portfolio's gains/losses and keeps track of cash management
activity.
more
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Year-End
Summary Statement
Tax
planning and preparation are simplified with your comprehensive
year-end summary statement.
more |
Margin
Loans
Margin
generally allows you to borrow up to 50% of the value
of eligible securities in your account, at attractive
rates.
more
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Valet
FAQ's
more
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Valet
Benefits
more
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Customer
Assistance
more
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Visa®
Gold Debit Card
Using
your Valet Visa® Gold debit card is faster than making
a trip the bank, easier than writing a check, and safer
than carrying cash around.
more |
Travel
Rewards
Your Valet Asset Management Account
automatically rewards you each time you make a purchase
with your Visa® Gold debit card.
more
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| My Bill
Center
Valet's
bill payment and presentment
service, "MyBillCenter" lets you receive,
review, pay and organize all your bills online.
more |
E-Docs
Designed
to give investors more timely access to financial statements
by providing them in an electronic format.
more |
ATM
Locator
Convenient access to cash from
ATM locations worldwide.
more |
ATM
Deposits
How to Use Your Valet Visa®
Gold Card to Make ATM Deposits
more |
Statement
Householding
If
you have more than one account, statement "Householding"
may be ideal for you!
more |
Money
Market Funds
more |
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