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, Penson Financial Services, Inc. offers two levels of Valet accounts.