EasyPay™ enables your clients to transfer funds from their checking accounts to their brokerage accounts using interactive voice response (IVR) technology.

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Interactive Voice Response Technology. Through IVR technology, EasyPay™ is a fast and easy method that your clients can use to pay for securities purchases and transfer funds for future investments—all via a touch-tone telephone.

Brokerage Account Statement Detail. When your client uses EasyPay™, his or her brokerage account statement will list all completed fund transfers to facilitate record keeping.