Personal Financial Planning >Central Asset Account

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Central Asset Account With Alliance Capital Management

Check Writing

· Unlimited and Unrestricted
· Payee Information Reported
· Expense Code Monitor

Gold MasterMoney TM Card

· Accepted Worldwide for Purchases
· ATM Access
· Convenient Gold MasterMoney Card Benefits

Automatic Deposits and Withdrawals

· Direct Deposits
· Direct Withdrawals

Telephone Account Access

· Money Fund Balance
· Yield and Dividend Information
· Review Money Fund Account Transactions

Online Account Access

· Available Balance
· Card Detail
· Check Detail
· ACH Detail
· Bill-Paying Detail

PC Home Banking Service

· Electronic bill payment and presentment

Statements

· Consolidated Monthly Brokerage Statements
· Quarterly Check Image Statements
· Annual Expense Summary Statements

Choice of Money Funds

· Taxable, Government and Tax-Free Money Funds

Contact Independent Planner LLC. today at (716).634.8705 - (800).279.0298 - (716).634.1636 (fax)
E-mail:info@independentplanner.com

Securities offered through First Allied Securities, Inc. Member FINRA/SiPC