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Discount Brokerage
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Today, people are increasingly aware that there are a great number of ways to invest money and enjoy a good return. They want to choose from a full spectrum of investment products, including those that have commonly been offered by brokerage firms. With the advent of the Internet, people have been needing the resources of online investing. This is where WoodTrust Bank’s Discount Brokerage service can help.
WoodTrust Bank’s Discount Brokerage service is an online brokerage service offered through a partnership with PRIMEVEST Financial Services, Inc. Through this service, a wide array of investment products becomes available to
investors via the Internet.
PRIMEVEST is an experienced brokerage firm, providing services and products to the customers of over 600 financial institutions. Customers can have convenient access to a wide range of investments at WoodTrust Bank with familiar, comfortable surroundings and friendly people.
To provide only the highest level of service, PRIMEVEST is a "self-clearing broker-dealer," utilizing the latest technology to clear and settle brokerage transactions quickly and accurately. In this fashion, PRIMEVEST has control over the quality of its service, responsiveness of its operation, and expertise of its people.
When opening a brokerage account through WoodTrust Bank,
clients may also take advantage of the following services:
- Dividend Reinvestment
- Cashless Stock Option Exercises
- Direct Deposit of Settlements into a WoodTrust Bank Checking/Savings Accounts
- Consolidated Statements, including mutual fund positions
To open a Discount Brokerage account, please see a
WoodTrust Bank personal banker.
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Not FDIC Insured - No Bank Guarantee - May Lose Value
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Consumer Banking