WallStreet*E Valet Accounts

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.

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

How Valet Works
Now you can write checks and use your VISA® Gold Debit Card around the world to access your investment account.
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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.
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Travel Rewards
Your Valet Asset Management Account automatically rewards you each time you make a purchase with your Visa® Gold debit card.
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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.
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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.
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Year-End Summary Statement
Tax planning and preparation are simplified with your comprehensive year-end summary statement.
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Margin Loans
Margin generally allows you to borrow up to 50% of the value of eligible securities in your account, at attractive rates.
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Valet FAQ's
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Money Market Funds
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