Clearing & Custody

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Product Selection

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.