INVESTMENT PRODUCTS
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE
Copyright © 2005
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Private Access Account
Offered only to clients of The Private Bank at Broadway, the Private Access Account is a comprehensive combination of products and services. Enjoy private access to our exclusive interest bearing checking account with premium services.
Highlights of the Private Access Account include:*
• Access to a dedicated Private Banker delivering a customized banking experience at our highest standards of service.
• Access to professional investment management, financial planning, and estate planning, and 529 college education plans – all coordinated through your Private Banker.
• Invitations to The Private Bank at Broadway special events.
• Complimentary official checks and travelers checks.
• Access to personal Online Banking with unlimited bill pay.
• Customized lending services to include:**
– Professional and Executive lending.
– Access to exclusive streamlined mortgage services.
– Access to a PersonaLine or Business Line of credit up to $100,000.
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*Membership qualifications to The Private Bank at Broadway apply.
**Subject to credit approval.
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The Private Bank at Broadway offers a full complement of services tailored to the needs of our clients.
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Local integrated team
Dedicated relationship managers
Wealth advisory services
Customized lending solutions
Active portfolio management
Full-service brokerage services
Trust and estate planning services
Real Estate and Mineral Management
Estate Settlement Services
Timing is everything!
Click to see chart
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Private Client Services (210) 283-4000
Wealth Management
(210) 283-6700 |
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