Monere Investments, Inc.
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    • HOME
    • INDIVIDUALS
      • Banking Solutions
      • Insurance Products
      • Investments
      • Planning
    • Institutions
      • Alternative Investments
      • Business Planning
      • Fixed Income Trading
      • Institutional Investments
    • Advisory
      • Wealth Management
      • Code of Ethics
      • Advisory Programs
      • Disclosures
    • About Us
      • What We Do
      • Executive Team
      • Our Advisors
      • Business Continuity Plan
      • Contact us
    • Resources
      • Disclaimer/ PrivacyPolicy
      • Disclosures
      • Fee Schedule
    • CLIENT LOGIN
Monere Investments, Inc.
  • HOME
  • INDIVIDUALS
    • Banking Solutions
    • Insurance Products
    • Investments
    • Planning
  • Institutions
    • Alternative Investments
    • Business Planning
    • Fixed Income Trading
    • Institutional Investments
  • Advisory
    • Wealth Management
    • Code of Ethics
    • Advisory Programs
    • Disclosures
  • About Us
    • What We Do
    • Executive Team
    • Our Advisors
    • Business Continuity Plan
    • Contact us
  • Resources
    • Disclaimer/ PrivacyPolicy
    • Disclosures
    • Fee Schedule
  • CLIENT LOGIN

Banking Solutions

Monere Investments' banking solutions can help simplify the financial lives of our clients, offer added convenience and create clear portfolio reports.

Corestone™ Account

  • A flexible asset management account that lets our clients handle all of their daily activities—checking, investing, bill payments and much more
  • A complete portfolio snapshot on one comprehensive statement
  • Direct deposit, unlimited check writing and complimentary initial check order, electronic statements, voice response and live support
  • Significant additional benefits, depending on the account tier, including a Visa® debit card, enrollment in the RewardSuite™ loyalty program, discounts for replacement check orders and other banking services, plus a full range of concierge services
  • 24/7 voice response service available for all account- and debit card-related questions, including live client service for all account questions, Monday through Friday, 8:30 a.m. - 6 p.m. (ET)

Lending Solutions

We make available a full line-up of competitive products to help our clients manage liquidity and enhance their investment power.

Margin Lending through CreditAdvance®

  • Expanded investment power to help our clients pursue their objectives
  • Flexible terms and competitive rates with no additional fees

Securities-Based Consumer Lending through LoanAdvance®

  • Enhanced borrowing power that can be used for personal or business needs, without disturbing a single investment holding
  • Ability to borrow 70% or more of the market value of qualified securities at competitive interest rates, with no established repayment term and no additional fees

RealAdvance® Mortgage Referral Program

  • Full range of mortgage types and terms to help satisfy most of client's needs

Fully Paid Securities Lending

  • Additional revenue opportunities for affluent investors who lend fully paid-for securities in their cash accounts to Pershing (our clearing firm)
  • Uninterrupted client account positions for purposes of profits, losses, tax-lot accounting, hedges and holdings representation—plus substitute payments for dividends

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Monere Investments, Inc.

20 N. Martingale Road, Suite 450, Schaumburg, Illinois 60173 United States

1-866-339-5095

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