CASH MANAGEMENT SOLUTIONS

Clients can access convenient services such as check-writing, Visa debit and ATM cards, automated deposits and withdrawals as well as automated bill payment through a single investment account. A Bolton brokerage account allows clients to efficiently manage their investments and their finances in one convenient place. Services include:

  • Brokerage checking and direct deposit program

  • Automated banking and bill payment

  • Automated Funds Transfer

 

To compare these features with those offered by other major securities brokerage firms, please review this brochure:

 

Corestone® Client Brochure