Search Query

Cash Management

Combining Brokerage and Bank Service in One Account

Spend more time monitoring your investments and less time managing your cash. Priority and Priority Plus accounts help you simplify the way you manage your money and easily assess your overall financial status. Check writing, Visa cards and online bill payment are just a few of the available features.

By integrating cash management, online banking and investing in one streamlined solution, you simplify the way you manage your money. Like many investors, your money is probably in several different places. The more places you keep your money, the more time and effort it takes to manage it.

Now there are two simple solutions, the Priority and Priority Plus accounts, which add a whole range of valuable services to your existing brokerage account. Invest in stocks, bonds and mutual funds through your brokerage account, and at the same time gain the liquidity of checking along with the competitive yields of a money market. Choose either a taxable or non-taxable fund to suit your investment goals.

By combining all your assets into one account, adding check writing, the Visa® check card and online bill payment, you can easily assess your overall financial status. Now you can spend more time monitoring your investments and less time managing your cash.

You can choose to have payroll checks, Social Security benefits and other regular payments deposited directly into your account, along with the convenience of automatic investment/withdrawal and automatic bill payment.

All Your Activity in One Easy to Read Statement

Priority and Priority Plus accounts give you a comprehensive monthly statement detailing all your activity.

Visa® check cards and online bill payment require enrollment in Priority Plus. Annual fees apply.

Place Trade Financial is a registered broker-dealer, not a bank and the cash management services associated with your money market account are not a bank account. Banking services are provided by licensed banks or by third parties through arrangements with licensed banks. Unless otherwise indicated, investment products are not FDIC-insured, not guaranteed by a bank and may lose value.

Place Trade Financial offers competitive money market funds and services through Reich & Tang Funds. Reich and Tang is a manager of money market funds and is a subsidiary of IXIS Asset Management North America, L. P., an investment management firm. Place Trade Financial is not affiliated with Reich & Tang Funds or its subsidiary IXIS Asset Management North America, L. P. This is not an offer to buy or sell. For a prospectus containing complete information, contact Place Trade Financial at 1-800-50-PLACE or visit our web site at www.placetrade.com.