Broker Dealer - Registered Investment Advisors
 
 
     
 
 
 
  Full Service Online Banking: Valet Accounts
 


Premium Checking

Valet's Upgraded Checking Features

  • Free initial order of 150 wallet-style checks
  • Optional check styles available: End-Stub Desk Book or Business style with three-ring binders
  • Free direct deposit of payroll, pension and social security benefits
  • Free “ACH” or electronic transfer of funds to/from another checking account
  • Choice of money market funds paying competitive interest rates on fund balances
  • No per check minimum (checks may be written for any amount)
  • Expense codes for categorizing payments by type, i.e., mortgage, medical, taxes, etc.
  • Check payee printed on monthly statement as well as cost basis and gain/loss reporting on securities in the account
  • Year-end recap of all check writing activity by expense category to simplify tax reporting
  • Custom pre-tabbed binder for more organized storage of monthly statements
  • Optional Visa Gold Debit/ATM card with Travel Rewards program
  • Optional MyBillCenter Internet bill payment and presentment service*

Check Writing Tips For Organizing Your Finances

Use the pre-defined expense codes to categorize each check you write. Use the optional codes for other tax deductible payments or your most common expenses (daycare, union dues, etc.).
Write legibly to ensure the payee information appears on your statement accurately.

 

 




 
  We'd like to hear from you. If you have any questions or would like to speak with a transition specialist directly please contact us at:
888-925-57830

 
 

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Securities offered through WallStreet*E, WallStreet*E Financial Services Inc., member of FINRA ( Financial Industry Regulatory Authority), S.I.P.C., SIFMA
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