VIP Account Management

Brokerage Portfolio^SM

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 myStreetscape^SM1 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 withdrawals. ²
• Check Writing -- 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 ³ -- Trade and invest in thousands of publicly traded securities, including stocks, bonds, mutual funds and U.S. Treasuries.
• Recordkeeping -- 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." ⁴
• Performance Reporting -- Includes asset allocation table 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.

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Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.