EasyPay enables your clients to transfer funds from their checking accounts to their brokerage accounts using interactive voi ce response (IVR) technology.
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 investmentsall via a touch-tone telephone.
Brokerage Account Statement Detail. When your client uses EasyPay, his or her brokerage account statement will list all completed fun d tr ansfers to facilitate record keeping.
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