Important News (please read)

The STIFEL|ADVANTAGE Account is a new cash management account that combines the best resources of Stifel and Stifel Bank into one platform.  With the STIFEL|ADVANTAGE Account, clients will enjoy access to a full suite of cash management features and new features including:

 

  • Daily sweep from client's Stifel brokerage account into his or her FDIC-Insured Bank Deposit Program. $2.5 million in FDIC insurance coverage for most insurable capacities ($5 million for Joint Accounts) OR

  • Choice of Dreyfus Money Market Funds

  • A VISA® Debit Card with daily point-of-sale limit of $25,000 and ATM limit of $1,500 enables the user to access his or her money from over 1,000,000 ATM locations worldwide.  

    Stifel Awards Program allows clients to earn 1 point for every dollar spent on their STIFEL|ADVANTAGE VISA® Debit Card as well as 1 point for every $10 dollars in Money Market or FDIC-Insured Bank Deposit Program balances. Award point balances included on the Stifel brokerage statement.

  • Concierge Service, offering the privilege of having your own concierge available 24 hours a day, 7 days a week

  • VISA® credit card with maximum rewards.  Earn 1.0 points for every $1 in qualifying purchases

    eBill – an online bill payment service

  • Cash Management – electronic funds transfer service

  • Stifel Access offers the ability to view accounts at home via the Internet using a PC

  • Direct Deposit and AssetBuilder, an automatic investment service

  • Set up through an outside party 

  • Up to $150 million in account protection

  • Toll-free client services information line for information on money market fund yields, to report a lost or stolen VISA® Debit Card, or to speak to a Client Services Representative

  • Enhanced statement reporting that includes expanded tax lot detail, historical portfolio values, market performance, and commentary.

  • Year-end summary statement (electronically) showing VISA® Debit Card, check writing, ATM transactions, direct deposits, bill payments, and capital gain and loss activity to simplify tax return and budgeting activities.

  • Initial deposit of $25,000 in any combination of cash or marginable securities

  • $10.00 monthly fee (One $10.00 STIFEL|ADVANTAGE fee will be waived per qualifying household) 

 

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