SearchJuly 1, 2009
| Capital Assets Funds Gov't & Agency Portfolio | 0.01% |
| Capital Assets Funds Mny Mkt | 0.05% |
| Capital Assets Funds Tax Exempt Portfolio | 0.01% |
| Investors Cash Reserve Treasury Portfolio | 0.06% |
| Tax Exempt California Fund | 0.01% |
| Tax Exempt New York Fund | 0.01% |
Convenience
The Valet Account offers the investment options of a brokerage account combined with many bank-like services. Through a single account, you can buy and sell securities, pay bills, write checks and make ATM deposits and withdrawals while earning rewards points by using the Visa® Debit Card.
Ease of Consolidation
When you consolidate cash management and brokerage needs into one account you can avoid managing multiple relationships with various financial institutions.
Improved Reporting
You will receive one monthly statement that shows the value of your investments and monthly expenditures itemized by category.
To best serve your needs, Ridge Clearing offers two levels of Valet accounts.