The more control you and your Financial Consultant have over your clients' assets, the more successful you're going to be. It's that simple.
You'll have that control with RBC Dain Correspondent Services' Investment Access® Account.
The Investment Access Account offers your clients a single, flexible, comprehensive cash management and investment platform. Here's what your clients will get with the Investment Access Account:
- On-line account viewing through Investor Connectsm
- Cash investment options with competitive returns
- A single source from which to invest in stocks, bonds and mutual funds
- Ready access to cash through check-writing, ATMs and Visa Gold® check card
- Rewards program
- Electronic funds transfer and dividend reinvestment
- Extended customer service hours with toll-free line
- Consolidated monthly statement and annual summary statement
- Low annual fee -- $125 (waived with household assets of more than $250,000)
- No minimum balance
The Investment Access Account also offers you and your FCs some key benefits:
Potential to increase business Clients who hold Investment Access Accounts with our correspondents have an average account value that's more than five times larger than those of clients with standard accounts. It's not hard to understand why: Investors tend to leave money where they have ready access to it.
Reduced paperwork Because the Investment Access Account is so highly automated, you won't have to spend valuable time manually processing check requests or taking care of other such tasks. And you won't have to create year-end reports, because all Investment Access Account clients receive concise annual summaries of all account activity.
Ease in providing client service When your clients choose the Investment Access Account, you've got a powerful client-service ally in our help desk. Our customer service representatives are available to answer questions and transact business from 8:00 a.m. to 8:00 p.m. Monday through Friday (CT).
Investment Access Account: It's client-friendly, will save you time and effort and can help build your business.
RBC Dain CS helps you tell your clients about the Investment Access Account with private-labeled brochures and other business building materials. Contact Us to request our Products brochure. |