Partners
Through our affiliation with Southwest Securities, our clients have access to products and services that allow investment flexibility.1
These products and services include the following:
- An account, which provides unlimited check writing; a Visa Gold® Debit Card; electronic access for direct deposits, withdrawals and systematic investments; and convenient borrowing through marginable securities;
- Fee-based options that provide access to professional money managers; numerous mutual fund investments in one easy-to-manage account; and an account that can contain stocks, mutual funds and other investments;
- Retirement plan accounts that range from individual plans (traditional and Roth IRAs) to business retirement plans, such as 401(k) and SIMPLE plans;
- Fixed-income products, including government, municipal, corporate and mortgaged-backed securities;
- Thousands of mutual funds from the country's most prominent mutual fund families;
- Comprehensive account statements with easy-to-read trade confirmations; and
- An online tool for 24/7 access to client accounts that provides brokerage information, a daily market summary, company and mutual fund profiles, headline news, "most actives" on the market, quick charts, quotes — all the things needed to keep today's investor up-to-date.
1 Please contact your Financial Consultant for further information about each of the products offered. Investments should not be made without reading the full disclosure on each product.
