top of page

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

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Family Legacy Partners, Inc., Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

Family Legacy Partners, Inc. © 2023. All Rights Reserved.

CN1/CNA0004c

bottom of page