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The Ultimate Financial Organizer

The Pershing CoreStone Account and/or The SEI Cash Access Account

The Pershing CoreStone Account turns an ordinary account into a management tool that organizes your cash and expenditures, along with your investments1. The check writing and MasterCard functions work like a regular checking account. They are accompanied by a variety of time saving, account building features that only an asset management account can provide. In today’s modern financial world, the old adage “don’t put all of your eggs in one basket” may no longer apply.

  • Unlimited check writing and initial check order at no charge
  • Free BillSuite online bill payment offering flexible reports and email alerts
  • Visa debit card for Silver Plus, Gold and Platinum accounts, plus purchase and travel protection at Gold and Platinum levels. Free Visa debit card with access to cash through a network of 2.2 million ATMs worldwide. 
  • Free Reward Suite loyalty program where you can earn points based on your Visa debit card purchase activity, with rewards such as gift cards, air travel, cash back, concierge service and more.  Gold accounts earn 1 point for every dollar spent, while Platinum accounts earn 1.5 points for every dollar spent
  • Discounts on standard wallet checks for Gold and Platinum accounts
  • Free stop payment orders for Platinum accounts. 
  • Expense Tracking - TaxTrack keeps a record of all your expenses by category when you write a simple code on your checks. MasterCard debit card purchases are coded automatically. At year end, you know exactly how much has been spent.

1. Securities held in custody by Pershing LLC have unlimited protection per account. Of this total, the Securities Investor Protection Corporation (SIPC) provides US$500,000 of coverage, including US$100,000 for claims for cash. The remaining coverage, securities only, is provided by Pershing LLC through a commercial insurer.

The SEI Cash Access Account (CAA) provides an integrated banking, lending and bill paying solution linked to client SEI investment account.  Banking services are provided by The Bancorp Bank.  The SEI Cash Access Account is a comprehensive program that can handle all of your clients cash management needs.  Your clients get the convenience, flexibility, and control to make the most of their money – and greater value from their relationship with UWM.

Clients receive:

  • Unlimited checking (with no reorder cost for additional checks)
  • Automatic monthly target balance
  • ATM access (with no fees for transactions)
  • Direct deposit for paychecks, Social Security checks, pension benefits, or other sources of income
  • An electronic bill paying service (that can send physical checks to local businesses)
  • Overdraft protection
  • SEI Cash Access Account data is now integrated with eMoney and available to download!

CAA Securities-Backed Line of Credit (SBLOC) allows for clients to utilize their portfolios while they are still working for them.  The SBLOC lets clients access the value of their investment portfolios without incurring tax consequences or penalties, and without resorting to running a balance on a high-interest credit card.1 Whether clients are seeking funds for a real estate purchase, tax bill, tuition payment – anything except the purchase of additional securities – the SBLOC is ready when they are, while their investments remain untouched to maintain carefully crafted strategy.

Advantages include:

  • Easy to open
  • Borrow cash by wire or check
  • No set-up fees
  • No application or annual fees2
  • No principal repayment deadline
  • Competitive rates

1. Please consult your tax professional for any questions regarding potential tax implications involving your investment portfolio.
2. The Bancorp Bank does not charge an application fee.  State, local and/or third –party fees may apply in some states.

Answers to common questions such as, “Who Is Pershing, Osaic Wealth, Inc., SEI Private Trust Company?”,

How Safe Is My Money” and “What are your fees” can be found in Frequently Asked Questions.

Click Here for Frequently Asked Questions

Contact Us for a complementary second opinion on your current financial plan.