Cash Management Solutions – The Sterne Capital Resource account includes:
- No minimum balance requirement
- Reimbursement of other banks ATM fees
- Unlimited check writing
- Daily sweep of cash balances
- Free checks
- Preferred margin interest rates
- VISA® Platinum Credit Card
- Dividends declared daily and paid monthly
- Margin loan access for overdraft protection
- Automatic dividend reinvestment
- Consolidated Sterne Agee account statement
- Direct deposit
- Check imaging
- Online bill payment
- Detailed year-end summary statement
- Systematic withdrawals
- No ATM fee with VISA Platinum Card use
- SIPC coverage
Equities and Options – Choose from a full range of individual equities and options.
Fixed Income – In addition to an online fixed income trading service, you will have access to a full-service trading desk that is active in corporate, government, municipal, mortgage backed and agency fixed income securities.
Fund Solutions – Access over 15,000 mutual funds, including over 4,000 no-transaction-fee mutual funds.
Lending Solutions – Your clients will enjoy the availability of margin access lines and securities-backed lending options.
Managed Account Solutions – If your RIA needs a turn-key managed program solution, you can take advantage of our internal programs, as well as third-party providers with which we have established relationships.