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