Brokerage Portfolio Program
Broker Portfolio is a single source for clients to manage their own finances. The program is designed to be a financial organizer for clients, allowing them to combine certain investment accounts with unlimited checkwriting, choice of VISA® Platinum Debit Card 2 with rewards or VISA® Gold Debit Card services and other cash management features.1
Benefits include:
- Ability to manage finances from a single source with recordkeeping and expense-tracking capabilities
- Automated cash sweep keeps money invested
- Access to a wide variety of financial management tools
- Ability to pay bills online virtually 24 hours a day
1 Additional fees may apply
for this service
2 Visa is an independent company and is not affiliated with Newbridge.
2 Visa is an independent company and is not affiliated with Newbridge.
