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Legent Cash Plus Account

Legent FDIC Insured Deposits

Asset management accounts have become a staple for brokerage firms serious about capturing the majority of their clients’ assets. Legent offers comprehensive cash management services including an extensive selection of money market funds as well as an FDIC insured deposit product with coverage up to $3 million.  As a complement to these sweep vehicles, Legent offers an array of banking and account management tools to help your clients conduct their personal financial activity and investment transactions more efficiently.

Checkbooks and debit cards can be customized with your firm’s name and logo to ensure that your corporate identity is promoted.

The Legent Cash Plus Account comes with a host of features that enables your clients to consolidate their investment and banking activity into one account.  Clients can select from a wide variety of cash sweep vehicles including an FDIC insured account with asset protection up to $3 million as well as a full menu of money market funds offering competitive yields.

In addition, the LCPA offers the convenience of full banking services including checking, a choice of a Visa® Gold or Platinum ATM/Debit card with extensive Visa-provided protection and privileges, direct deposit and ACH (electronic funds transfer) capabilities. 

All investment activity and banking transactions are displayed on your clients’ brokerage account statements which also provide tax-lot, cost basis reporting.