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The Priority Account
Cash
Management > The Priority
Account
Direct Access to Your Cash with Free Checking
The Priority Account allows you to have direct access to your short-term
cash with free checking. Priority Plus accounts require a per check
minimum of $250.00. Your money is always available and earning interest
while waiting for checks to clear. Original checks are returned
quarterly; there is no annual fee, and no charge for orders or re-orders
of checks. Your Priority account automatically sweeps cash balances,
including interest and dividends into a money market fund.
In addition to higher yields than most bank accounts, there are
a variety of money fund choices
to satisfy diverse investment needs, including tax-free funds for
high net worth clients.
- Free Checking
- Per Check minimum of $250.00
- Unlimited Check Writing- Write checks as often as you wish.
- No Annual Fees
- No Check Order Charge
- Direct Deposit - The convenience of electronically depositing
payroll and Social Security checks.
- Automatic Investment & Withdrawal - Automatic investment
to/from bank checking account or other mutual funds.
- Automatic Bill Payment - Simply submit a voided check to your
vendor to set up automatic bill payment.
- Consolidated Statement - See all of your transactions on one
statement making it easier to maintain and keep track of your
portfolio.
Other Check Writing Services:
- Check Copy Fulfillment $3.00
- 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.
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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