Clients can access convenient services such as free check-writing, Visa debit and ATM cards, automated deposits and withdrawals as well as automated bill payment through a single investment account. A Bolton brokerage account allows clients to efficiently manage their investments and their finances in one convenient place. Services include:

  • Brokerage checking and direct deposit program
  • Automated banking and bill payment
  • Automated Fund transfer

To compare these features with those offered by other major securities brokerage firms, please review these brochures:

Corestone® Client Brochure →

BillSuite® Brochure →

EasyPay® Brochure →