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.
You can perform all your
typical bank transactions and earn a competitive rate of
interest on your money.
-
Invest your cash in a high
yield money market fund of your choice
-
Write checks, code them
by expense category and see the payee on your Valet
statement
-
Borrow money against your
securities without completing a loan application
-
Wire funds into or out
of your account with just a phone call
-
Deposit payroll or social
security benefit payments electronically into your account
-
Receive and pay bills
in minutes over the Internet
Combine your securities with your other
assets and Valet monitors your
portfolio allocation as well as your gains and losses.
- Receive an upgraded brokerage statement
providing extensive portfolio analysis information
- Provide us with the cost basis on securities
you already own and we'll track new purchases and sales
automatically
- Review both realized and unrealized gains/losses
for each security in your account
- Prepare taxes more efficiently with our
year-end summary statement of your investment activity
and 1099 reporting for an entire year
- Organize your statements for easy retrieval
with our complimentary, pre-tabbed binder
Valet rewards you for every purchase you
make with your
Visa® debit card, plus your transactions show on your
monthly statement
- Use your card to purchase merchandise and
earn points for each transaction
- Redeem points for airline tickets, hotel
accommodations and car rentals
- Enjoy enhanced insurance and travel benefits
as a Visa® cardholder
- Withdraw cash instantly from ATM locations
worldwide
One Comprehensive Combined Statement each
Month
* Value of your securities
* Cash balances
* Investment activity
* Gains and losses for each security
* Visa card transactions
* Check writing activity
* Interest earned/paid
