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Cash Management

Mesirow Financial allows you to offer your clients the convenience of a single interest-bearing account with a variety of convenient cash management services.

Through the Money Connect Premier account, your clients can:

 Access funds by check or Visa® credit or debit card
 Choose from generous cash or travel rewards programs
 Settle brokerage transactions automatically
 Enjoy money market yields on cash balances
 Opt to pay bills online

Money Connect Premier account features include:

  • Unlimited Check Writing
    • No preset minimum per check
    • Payee information on statements and e-view
    • Detailed monthly statements with check writing activity by expense codes
    • Year-end expense summary that recaps card, check and electronic transfer activity by category

  • Visa® Platinum Credit Card
    • Choice of two rewards programs:
      • Ultra Miles® travel and merchandise rewards
      • Cash rewards
    • Substantial credit limits available for qualified applicants
    • Worldwide purchasing power and 24-hour customer service
    • Cash advances and balance transfers
    • Annual percentage rate tied to prime

  • Visa® Platinum Debit Card
    • Worldwide purchasing power and 24-hour customer service
    • Expense code tracking
    • Access to brokerage funds through worldwide ATM network
    • Extensive member benefits, such as travel accident insurance, roadside service and extended warranty insurance

  • One Free IRA
  • Direct Deposits and Withdrawals
  • Automatic Withdrawals for Paying Recurring Bills
  • 24-Hour Telephone and Online Account Access
  • Automatic Cash Sweep
  • Margin Access
  • Optional Online Bill Payment