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Valet Account |
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Ridge
Clearing offers a comprehensive asset management account that
enables a client to combine their personal banking and brokerage
activity into one consolidated account.
Click
here to visit the Valet Asset Management Account web site.
Features:
- Comprehensive checkwriting
- First order of 200 wallet-style checks free
- Preaddressed labels for mailing additional deposits
- No minimum dollar requirement on checks written
- Expense codes for categorization of checks written
- Check number and payee printed on monthly statement
- Year-end recap of all checks written, by category
- Optional check styles available
- Visa Gold debit card with airmiles
- ATM access (Plus, MAC, NYCE and Cirrus networks)
- Expanded travel liability insurance (through Visa)
- Rewards program (airmiles redeemable for travel on any
airline)
- ACH direct deposit and withdrawals
- Social security, pension benefits, etc. posted
electronically to account
- Mortgage payments, health club dues, etc. paid
electronically from account
- Periodic payment system
- Authorize standing instructions to make payments from
your account to specific parties on a recurring basis
- Enhanced statement for Valet Account customers exclusively
- Tax-lot cost basis statement
- Realized/unrealized gains and losses
- Cash management activity
- Attractive binder to organize statements
- 13 month/year-end summary statement
- 1099 detail
- Realized capital gains and losses
- Income and expense summary
- Checking activity by expense code category in date
order by payee
- Visa activity sorted by SIC (Standard Industry Code)
and merchant
- Bill payment/presentment
- Clients can pay bills over the web
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For more information |
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| Contact: |
Dr. Ying Cui |
| Address: |
330 West 38th Street, Suite 238, New York, NY 10018 |
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Phone: |
212-343-8888, 888-933-6688 |
| Fax: |
212-966-0648 | |
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