With Priority Plus, your brokerage account gains the convenience and liquidity of a checking account along with online bill pay, the competitive yields of a money market, and purchasing power of a Visa® card. So when you think about it, it may be the only account you need to make the most of your time and money. The all in one easy-to-manage brokerage account offers these great benefits:
Unlimited Checking
Write checks for any amount you wish, as often as you wish. There are no minimums or check order charges.
| Visa® Gold | $25.00 |
| Visa® Platinum | $40.00 |
With the Visa® Check Card, you have instant access to your cash at over 531,000 ATM's worldwide. You can also use your card to obtain cash withdrawals or travelers checks at more than 400,000 banking locations.
Your Visa® Check Card also gives you a range of financial services. Use your Visa® Gold or Platinum Check Card for purchases at more than 18 million merchants worldwide.
A Host of Other Visa® Benefits
Automatic Sweeps of Cash Balances & A Range of Funds Paying Competitive Rates
Each day, your Priority Plus account automatically "sweeps" cash balances, including interest and dividends into a money market fund so your money's always working. Your Priority Plus account lets you invest in the money market fund that best suits your needs:
- Taxable
- Government
- Federal tax-free
- State tax-free
Automatic Deposits, Withdrawals and Automatic Bill Payment
Your Priority Plus account can help you save time. You may choose to have payroll checks, Social Security benefits and other regular payments deposited directly into your account, or arrange automatic investment/withdrawal to/from your bank checking account.
You may also enjoy peace of mind by having monthly bills such as mortgage and car payments paid automatically out of your Priority Plus account by submitting a voided check to your vendor.
Spectrum Connect Web Bill Pay
- The Easiest Way to Simplify, Connect and Manage Your Money
- The Convenient and Cost Effective Way to Pay Your Bills
- Monthly Fees Apply
Both bill pay services enable you to download up-to-date account transaction history, simplifying account reconciliation. You are in complete control of your account with the ability to view, receive, schedule and pay bills from one centralized place. Pay anyone anywhere in the US. All transactions are secure and protected by state of the art encryption technology, and only you can access your account through your pin.
Special Year End-Expense Summary
Code your checks according to a wide range of expense categories - like rent, travel, entertainment and medical care. With Priority Plus, accounting and budgeting are a whole lot easier.
The Priority Plus account gives you a complete summary of all your expenses for the year. Checks are grouped by expense category and comprehensive Visa® history.
Other Check Writing Services:
- Check Copy Fulfillment $4.00
- Stop Payment Request $16.00
- Returned Checks $20.00
An investment in Money Market funds are not insured or guaranteed by FDIC or any other government agency. Although the funds seek to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the funds. A portion of the income from tax-free funds may be subject to state and local taxes and the Federal Alternative Minimum Tax.
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.