Cash Management
To keep your capital working for you at all times, we offer our Central Asset Account, which provides a variety of convenient cash management services.
With one interest-bearing account, you can:
Access your funds by check or Visa® credit or debit card
Enjoy a generous cash or travel rewards program
Settle your brokerage transactions automatically
Enjoy money market yields on cash balances
Opt to pay bills online
Central Asset Account features include:
- Unlimited Check Writing
- No preset minimum per check
- Payee information on statements and Mesirow Financial's 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
- Choose from 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
- 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