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Address:

40 Beach Street, Suite 202
Manchester by-the-Sea, MA 01944

Phone:

978-525-5562

Fax/Other:

978-525-5580

Brokerage Cash Services/Command Accounts

Brokerage Cash Services/Command Accounts

Click here for information on Wells Fargo Advisors' Brokerage Cash Services/Command Accountsthe asset management account that integrates your investment and banking needs into a single, easy-to-manage relationship.

The best news? There is no annual fee with household assets over $250,000!

 

  • No annual fee with household assets over $250,000
     
  • Free custom checks and reorders
     
  • Credit card with free rewards program *
     
  • Free Online Banking and BillPay
     
  • Free unlimited use of Wells Fargo bank ATMs and refunds of non-Wells Fargo  ATM charges up to 5 per month.
     
  • One easy-to-read monthly statement with optional cost basis and householding
     
  • Annual Summary and Tax Package

Click here to learn more.

 Subject to credit approval. Credit Cards issued by Wells Fargo Bank, N.A. an Equal Credit Opportunity Lender. A Business Visa credit card is available for Business Accounts. Contact your Financial Advisor for details.

-There is no annual household fee if Household assets are maintained at a minimum of $250,000.  Account opening and closing fees may apply depending on the amount onvested and the timing of the account closure.  There may be costs associated with the investments in the account such as loads, expenses or brokerage commissions.  Fees for optional services may also apply.
•Banking services are offered through Wells Fargo Bank, N.A, a separate affiliate of Wells Fargo & Company.
-"Brokerage Cash Services/Command Check" means a payable through draft that is similar in appearance and function to a traditional check but is written and processed from your brokerage account.
•Check writing and check order fees apply to Command Asset Program for Business.

*Must be 59 1/2 or older for check writing privileges with Command Assets Program IRA

- Brokerage Cash Services/Command Account clients are eligible for up to 5 non-Wells Fargo Bank ATM refunds monthly

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals