Banking Solutions

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

• 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)

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

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

• 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

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

• 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