ProCash Plus
Accounts
ProCash Plus®
ProCash
Plus is a powerful asset management tool that allows you to invest in
securities, purchase products and services, deposit money, write checks and pay
bills from a single account. Three levels of ProCash Plus - Platinum, Gold, and
Silver - offer benefits and features that consolidate your assets into one
convenient brokerage account.
Brokerage
Services
Dividend
Reinvestment
Automatically reinvest dividends and capital gains from
equities and closed-end funds to purchase additional whole and fractional
shares of the same security.
NetExchange Client®
An
Internet-based brokerage platform that makes trading, news, and account
information available to you, around the clock, for total account access
whenever you want it.
Select Statement
A simple,
attractive, and practical way to keep track of financial activity, this
customizable statement lists assets held by CCII. With this flexible reporting
tool, a single glance lets you determine the value of your accounts, view
activity summaries, review portfolio holdings, and much more. For added
convenience the SelectLink™ service consolidates all of your statements
into one envelope.
Cash
Management
Money Funds and Bank Deposit
Accounts
Intensify the growth potential of your portfolio by having your
uninvested account balances automatically swept to a taxable or tax-free money
market fund, or a Federal Deposit Insurance Company-insured bank deposit
account.
EasyPay
Transfer funds from
your bank accounts to your brokerage accounts via a touch-tone phone.
Lending
Services
CreditAdvance™
This
margin lending product will help your clients unleash the potential of their
brokerage account by leveraging their investment assets to obtain a line of
credit for security purchases.
LoanAdvance™
A
securities-based consumer lending product that is ideal for most personal,
consumer, or business needs.
RealAdvance™
Enables you
to offer your clients a mortgage origination solution provided by BNY Mortgage
Solutions, a division of Everbank.
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