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Cash Management
Combining Brokerage and Bank Service in One Account
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.
- Securities Transactions
- Money Market Activity
- Visa® Card Usage (Priority Plus Only)
- Detailed Checking Activity Including Payee
- Dividends and Interest
Visa® check cards and online bill
payment require enrollment in Priority Plus. Annual fees apply.
LaBrunerie 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.
LaBrunerie 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. LaBrunerie 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 LaBrunerie Financial at
1.800.736.7460 or visit our website at www.labrunerie.com.
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