Corestone Account® is a flexible asset management account designed to simplify your life by allowing you to handle all of your daily financial activities—checking, investing, bill payments and much more—all in one place. Corestone Account is available in four plan levels for individuals—Silver, Silver Plus, Gold and Platinum—each offering different benefits.

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• Consolidated monthly statements—mailed or delivered electronically

• Daily sweep of un-invested cash

• Check writing- With online check image retrieval

• Debit Card-with RewardSuite™ loyalty rewards program with a generous point system to redeem for air travel, gift cards, gift certificates, cash back and more

• Direct deposit—of your paycheck, pension, investments or Social Security

• BillSuite enables investors to view, pay and manage their bills online 24 hours a day, seven days a week.