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The Priority Plus Account
Cash
Management > The Priority
Plus Account
With Priority Plus, your brokerage account gains the convenience
and liquidity of a checking account along with online bill pay,
the competitive yields of a money market, and purchasing power of
a Visa® card. So when you think about it, it may be the only
account you need to make the most of your time and money. The all
in one easy-to-manage brokerage account offers these great benefits:
Unlimited Checking
Annual Fee $25.00
Write checks for any amount you wish, as often as you wish. There
are no minimums or check order charges.
With the Visa® Check Card, you have instant access to your
cash at over 531,000 ATMs worldwide. You can also use your card
to obtain cash withdrawals or travelers checks at more than 400,000
banking locations.
Your Visa® Check Card also gives you a range of financial services
in the palm. Use your Visa® Gold or Platinum Check Card for
purchases at more than 18 million merchants worldwide.
A Host of Other Visa® Benefits
Automatic Sweeps of Cash Balances & A Range
of Funds Paying Competitive Rates
Each day, your Priority Plus account automatically "sweeps"
cash balances, including interest and dividends into a money market
fund so your money's always working. Your Priority Plus account
lets you invest in the money market
fund that best suits your needs:
- Taxable
- Government
- Federal tax-free
- State tax-free
Automatic Deposits, Withdrawals and Automatic Bill
Payment
Your Priority Plus account can help you save time. You may choose
to have payroll checks, Social Security benefits and other regular
payments deposited directly into your account, or arrange automatic
investment/withdrawal to/from your bank checking account or other
mutual funds.
You may also enjoy peace of mind by having monthly bills such as
mortgage and car payments paid automatically out of your Priority
Plus account by submitting a voided check to your vendor.
Spectrum Connect Web Bill Pay & Online
Bill Pay via Microsoft® Money or Quicken®
- The Easiest Way to Simplify, Connect and Manage Your Money
- The Convenient and Cost Effective Way to Pay Your Bills
- Monthly Fees Apply
- Web Bill Pay Demo
Both bill pay services enable you to download up-to-date account
transaction history, simplifying account reconciliation. You are
in complete control of your account with the ability to view, receive,
schedule and pay bills from one centralized place. Pay anyone anywhere
in the US. All transactions are secure and protected by a state
of the art encryption technology, and only you can access your account
through your pin.
Special Year End-Expense Summary
Code your checks according to a wide range of expense categories
- like rent, travel, entertainment and medical care. With Priority
Plus, accounting and budgeting are a whole lot easier.
The Priority Plus account gives you a complete summary of all your
expenses for the year. Checks are grouped by expense category and
comprehensive Visa® history.
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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