PLUS Account

The PLUS Account is designed specifically for balances of $25,000 or higher. PLUS Accounts earn market rates of interest based on balances – giving you access to cash while you’re between investments.

  • Earn market rates of interest.
  • Keep your assets liquid between investments.
  • Interest is compounded monthly.
  • Earn interest at a tiered rate.
  • Can be used with a Sweep Account to cover overdrafts.
  • Combined checking and saving statements are available.
  • More than 6 debit transactions per statement cycle will incur a $5.00 fee per transaction.