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Can I combine different accounts in my household to qualify for better pricing, minimums or features?

April 26, 2017accounts different features household minimums pricing qualify

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Can I combine different accounts in my household to qualify for better pricing, minimums or features?

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Yes. You can consolidate eligible accounts to receive a single statement to help make it easier to keep track of your investments. By consolidating your accounts, you may also qualify for additional benefits. For example, if you have over $250,000 in investable assets, you may qualify for a dedicated Account Executive and support staff. Learn more about options for Combined Statements/Mailings and Householding.