Cash Management
Solutions
The Core of a Solid Financial Portfolio
Help investors simplify their finances with Corestone, our flexible asset management account that combines checking, debit card, bill payments and investing. Corestone can help strengthen the relationship between advisor and investor by bringing together nearly all aspects of the investor’s finances in one account to save time, streamline paperwork and more easily manage investment and cash assets.
More Flexibility, Greater Convenience
Corestone makes it easy for investors to deposit, manage and track their money by providing:
- Direct deposit at no extra charge
- Online bill payment,1 checking, debit card and the ability to facilitate mobile wallet transactions through services such as Apple Pay® and Google Pay™
- A debit card accepted in 24 million merchant locations worldwide and provides access to withdraw cash at over 1 million ATMs2
- A range of competitive sweep options to automatically invest the available cash in your account
- Access to payment systems, including Venmo and PayPal, to help investors easily move funds
- A checking account number that facilitates the transfer of funds via Automated Clearing House (ACH)
- 24/7 support via an 800 number
- Available to FINRA and non-FINRA registered broker-dealer firms.
Build Stronger Relationships
Asset management accounts provide opportunities for deeper discussions with investors related to their financial health and goals, which can give advisors greater insight into investing, spending and lending patterns. As a result, advisors tend to develop stronger and broader relationships with their investors who hold asset management accounts.
Variety of Sweep Options
Help your clients put their uninvested cash to work with an automated sweep of free cash balances into a money market mutual fund or FDIC-insured bank deposit product.3
- An array of investment options available from industry-leading money market mutual fund providers and FDIC-insured bank deposit sweep products are available on our Cash Management Choice platform
- Convenience of daily rates on sweep products displayed on Rateboard, a function in NetX360®, our premier online advisor platform
- Some cash management sweep options are available to non-U.S. clients
- Contact your Pershing Relationship Manager for details
Featured Solutions and Resources
Thousands of investment choices to meet diverse investor demands, plus a full lineup of resources to help advisors grow their retirement business.
Robust resources to help you transform your business.
Accelerate your growth with the expertise of our team of professionals.