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®
Gold cardhol
- 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
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