
Legent FDIC Insured Deposits
Reserve Funds Interstate Tax-Exempt Fund Class R
Reserve Funds US Treasury Fund Class R
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 $1 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.
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Clients with Asset Management Accounts typically have average account values 2 to 3 times higher than regular brokerage accounts.
-2003 survey, SIA Asset Management Account Roundtable
The Reserve Cash Performance Account requires a minimum balance of $1,000 and features:
The Reserve Cash Performance Account “Plus” requires a minimum balance of $5,000 and offers your clients everything a Reserve CPA has in addition to these upgrades for just $5 a month:
The Reserve Automatic Asset-Builder Plan and Automatic Transfer Plan provide more flexibility to your clients’ accounts. They can choose any of the following features: