Choose a Pershing Corestone Account

Pershing CorestoneYou can simplify your finances with a Corestone Account, Pershing’s flexible asset management account. The Corestone Account allows you to handle all of your daily financial activities, including checking, and bill payments in one place.  Pershing’s Corestone Account lets you keep all your financial assets in one place, while allowing you to track your spending, write checks, make purchases, or get cash when you need it.

Pershing’s Corestone Account combines nearly all aspects of your finances, saving time, streamlining your paperwork, and allowing you to easily manage your finances. Corestone also makes it easy to deposit, move, and access your money.

Pershing Corestone offers three different account tiers to choose from for individuals and corporations to meet every need.

Pershing’s Corestone Silver – has a daily sweep of uninvested cash, SiPC and excess of SIPC coverage. With the Corestone Silver you can also have a request for a direct deposit into the account.  The Silver tier has unlimited check writing with no per check minimum.  You can take up to $500 daily using your ATM card, with free access to 6,500 PNC Bank ATMs and over 43,000 Allpoint network ATMs. This account can be setup for free bill suite and electronic check presentment with BillSuite.  For easy access you can also retrieve your check images online (front and back).

Pershing’s Corestone Gold – benefits of Gold include those of Corestone Silver in addition to the following:  RewardSuite loyalty program, available at no additional charge.  You earn 1 point for each $1 spent.  The Gold account tier also has enhanced cost basis reporting, expense coding and tracking.  In addition, the Gold statement records expenses by category.

Pershing Corestone Platinum – benefits of both the Silver and Gold, in addition to the following: Like the Gold tier, Corestone Platinum RewardSuite loyalty program is available at no additional charge. However you earn 1.5 point for each $1 spent.  Another perk is a full range of concierge services including limousine transportation, passport and via assistance, sightseeing tours, and more.

Consider Pershing’s Corestone check writing account options to turbocharge your brokerage account and simply your finances.  See your Summit financial advisor for more details.

For more information on Summit Brokerage Services, visit www.joinsummit.com or contact us at (800) 354-5528.

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