Advantages of
Liquid Insured Deposits For ...

Financial Advisors

Easy-to-understand, explain, and offer to individual, joint, business, IRA, UGMA/UTMA, and trust account holders
Increase assets under management by capturing all of clients' cash holdings
Cross-sell opportunities for other investment products
Real-time monitoring of clients' liquidity and cash availability through your existing systems
Improve client retention and the value of your practice

Clients

Safety of $2.5 million of FDIC insurance. The FDIC only insures deposits, not securities or mutual funds, so your client's cash in Liquid Insured Deposits is safe
Receive total cash management solutions from their trusted financial advisor
Access cash at any time through checks, debit cards, ATMs, and wire transfers. Funds are always accessible and there are no penalties for withdrawals
Put their businesses' working capital to work by earning interest on business checking account balances

Secured Logins

Today and Tomorrow's Solution for Your Clients: FDIC Insurance

Market volatility and uncertainty has clients' cash holdings at their highest level in decades. And the amount of idle cash is increasing as more Americans increase their savings rate. Clients aren't sure what to do with their cash. They just want it to be safe. You can now offer clients access to expanded FDIC protection—up to $2.5 million—and ensure their cash is safe and always available.

Liquid Insured Deposits Provides:

10 times the standard FDIC limit—up to $2.5 million in FDIC protection. The FDIC only insures deposits, not securities or mutual funds, so your client's cash in Liquid Insured deposits is safe
Immediate access to money using debit cards, checks, ATMs, and wire transfers. Funds are always accessible and there are no penalties for withdrawals
Cash availability when needed for trades or other investment opportunities
Convenience of consolidating each client's multiple banking and brokerage relationships into a single account with you
No account type exceptions—you can offer FDIC protection to everyone, including individual, joint, business, IRA, UGMA/UTMA, and trust account holders

By offering expanded FDIC insurance with Liquid Insured Deposits, your clients will be able to confidently consolidate cash holdings into single accounts with you and know their cash is protected and 100% liquid when it is time to trade.