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To meet the special needs of our clients, Stifel Nicolaus has created the STIFEL PRESTIGE® Accounts. These accounts offer an effective way to manage all your assets from your brokerage account, money market account, and checking account.
With the STIFEL PRESTIGE® Account and the STIFEL PRESTIGEPlus® Account, you have the account that matches your complex financial needs.
You select the account that is right for you!
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Monthly Fee
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No Monthly Fee
- Minimum initial cash deposit of $1,000.
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$5 Monthly Fee
- Minimum initial deposit of $10,000 in any combination of cash or marginable securities required.
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Choices
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- A choice of 10 different money market funds, including a taxable, tax-exempt, or government including a taxable, tax-exempt, or government money market mutual fund, or an FDIC-Insured money market mutual fund, or an FDIC-Insured Bank Deposit Program.
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- A choice of 10 different money market funds, including a taxable, tax-exempt, or government including a taxable, tax-exempt, or government money market mutual fund, or an FDIC-Insured money market mutual fund, or an FDIC-Insured Bank Deposit Program.
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Easy Movements of Funds
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Easy Access to Assets and Expense Tracking
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- Check writing privileges with no minimum check amount and convenient check expense recording, including 18 expense categories and 9 personal expense codes.
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- Check writing privileges with no minimum check amount and convenient check expense recording, including 18 expense categories and 9 personal expense codes.
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A Higher Level of Communication
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- Quarterly ACCOUNT STATEMENT, which includes account valuation and activity for the quarter,* a gain and loss summary1, cost basis1, annual expense summary, householding, and a year-end statement.2
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- Monthly ACCOUNT STATEMENT, which includes an account valuation, a gain and loss summary1, cost basis1, annual expense summary, householding, and a year-end statement.2
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Account Protection
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- $150 million in account protection.
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- $150 million in account protection.
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Convenience
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- DEBIT MASTERCARD® with a daily point-of-sale limit of $5,000 and ATM limit of $500.
- Subcharge-free ATMs available on the MoneyPass® nationwide network**
- Smart Shopper benefits.
- MASTERCARD® SECURECORETM
- Stifel @ccess offers the ability to view accounts at home via the Internet using a PC.
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- DEBIT MASTERCARD® with a daily point-of-sale limit of $9,999 and ATM limit of $1,000.
- Subcharge-free ATMs available on the MoneyPass® nationwide network**
- Smart Shopper benefits.
- MASTERCARD® SECURECORETM
- Stifel @ccess offers the ability to view accounts at home via the Internet using a PC.
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STIFEL PRESTIGEPlus®
Adds These Additional Conveniences
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- Awards program that offers points to be used toward travel, car rental, gift cards, and hotel accommodations.
- Concierge Service offering the privilege of having your own concierge available 24 hours
a day, 7 days a week.
- Automatic bill payment using the Internet and a PC.
- Travel and insurance benefits.
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* Statement is monthly with account activity.
** To find a convenient MoneyPass ® ATM location, visit www.moneypass.com and access the MoneyPass ® ATM locator. 1 The gain and loss summary and cost basis information are provided only if the information has been provided to your Financial Advisor and has been updated on the Stifel Nicolaus system.
2 Annualized gain/loss information is prepared for informational purposes only and should not be used for tax preparation without the assistance of a tax advisor.
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