Cash Advantage will help you broaden client relationships and protect your business. 

More and more, banks are offering investment products and advisory services that include a traditional checking account tied to an investment account. By providing your clients a full banking and investment solution, you strengthen the value of the relationships you already maintain, reduce the threat of competition that banks pose to your business, and add value to your core services  to attract new clients.

This service provides the tools you need to confidently recommend Cash Advantage to existing clients and adds an additional benefit to your current service offerings. The application process is integrated with AssetMark Trust’s Account Services making Cash Advantage simple, convenient and easy to use. This advisor specific website provides important details on this service, and a dedicated support team is also available to assist you with any questions.

Features and Benefits 

Standard client benefits for the Cash Advantage - Checking Account include:

• Overdraft protection via a linked AssetMark Trust custodial account (generally up to 2% available)
• Unlimited check writing
• Standard style check orders are free
• ATM access  – domestic and international
• Online account access
• Bancorp’s Funds Transfer tool to facilitate transfers between like-titled accounts at other financial institutions
• Direct deposit for payroll, Social Security, pension benefits, or other income sources
• Free electronic bill presentment and payment service
• FDIC insurance coverage up to the current maximum limits