VIP Asset Management Account and Financial Management Account
If you receive more than one monthly statement or a monthly for your various
accounts, it may be time to consolidate with a VIP account.
People today have less and less time to get everything done. Life has become
more complicated and many people are looking for time saving ideas. Personal
money management is one area where you shouldn't cut corners. But it is
reasonable to want more convenience, control and flexibility. Now there is a way
to streamline your personal money management: the VIP Asset Management Account.
The cost: $8.50* monthly.
Note: *Monthly Cost is may be subject to change, please
contact Atlantic Financial for more
What You Will Receive
Check Writing Privileges directly for your VIP money market
Consolidated Monthly Statement: including details of open orders,
account activity, positions in your account, open GTC orders, trades
pending settlement, check writing and debit card activity and margin
and account information.
A Financial Advisor's assistance in choosing from over 18,000 mutual
VISA debit card
Full service financial planning advice at no charge, upon request
Nationwide 24 hour ATM access
Direct Deposit and automatic investment options
Opening Your VIP Account
Opening a VIP account is simple and will entitle you to all of the services
listed above as well as objective premium advice. To open an account, download a
VIP Account form and follow the instructions.
VIP Account Management
Through various brokers, Atlantic Financial offers the
Brokerage Access account from Fidelity Investments
Designed for high-net-worth investors, Brokerage Portfolio integrates a
full-service brokerage account with extensive cash management services and a
suite of investor-level technologies through Fidelity's myStreetscapeSM1
technology platform. Brokerage Portfolio replaces Fidelity's VIP Asset
Management Account. Specific features of Brokerage Portfolio include:
Visa Gold Debit/ATM Card
-- Provides clients with the ability to
purchase goods and services anywhere the Visa card is accepted
worldwide, with access to more than 450,000 ATMs for cash
-- Linked to the money market mutual fund account,
checks can be written in any amount, with no limit on the number of
checks that can be written.
Trading and Investing Including Margin Borrowing
-- Trade and invest in thousands of
publicly traded securities, including stocks, bonds, mutual funds
and U.S. Treasuries.
-- Consolidated monthly statements provide payee
detail on check writing and debit card activity. Checks can also be
listed by expense category that are pre-selected by the investor.
Fidelity's Correspondent Broker/Dealer customer statement was ranked
No.1 in DALBAR's 2001 Brokerage Statement Analysis for the
"Brokerage/Multi-Product Statement Rankings."
and chart, transaction summary, and portfolio
performance versus user-defined benchmarks.
Tax Lot Accounting
-- Provides detailed cost basis and realized
and unrealized gain/loss information on monthly statements.
Online Bill Paying
-- Receive, review, pay and organize bills
online through the Bill Center 5 on myStreetscape Internet.
Additional features offered in Brokerage Portfolio include: Internet,
wireless and telephone access to third-party investment research and quotes; the
ability to download account information to Microsoft Money or Quicken; optional
access to an American Express Gold Card and Membership Rewards program;6
and an automatic money market sweep account feature, which allows idle cash to
be invested in any of six money market mutual funds7.
Atlantic Financial - Your source for investment management solutions
Contact Atlantic Financial today
Contact Atlantic Financial
Atlantic Financial can assist you with Financial Planning, Retirement
IRA Rollovers, and more.