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For Financial Institutions

WallStreet*E Financial Services provides Banks, Credit Unions and other Financial Institutions the ability to expand their current banking offerings to include online access to Stock, EFTs, Options, Mutual Funds and Fixed Income products.

Why allow my customers access to trading equities online?
  • Most banking clients have online self directed or IRA accounts held outside with another brokerage firm. Now you can bring these accounts in-house and earn revenue on these accounts.
  • Compete with the National Banks such as Bank of America, Citibank, Wachovia and others all of which are offering self directed trading access to the US Equity markets.
  • Expanding your product base allows you greater marketability where your clients can invest with you as a One-stop Financial Institution.
What are the risks involved?
  • There are no risks involved to the Bank, Credit Union or Financial Institution as the trades are self directed.
  • All customer’s assets are SIPC protected with additional coverage provided by Lloyds of London up to $2 million cash and $150 Million per account with an aggregated cap of $600 Million.
What can WallStreet*E Financial Services Provide?
  • Private labeled turnkey technology platform based on our award winning WallStreetE technology. This platform can be private labeled with your institution’s logo, banner and color scheme for a seamless website integration.
  • Backoffice support for the self directed retail clients
  • Monthly and Quarterly customer statements, asset custody
  • Scalable solutions for in-house investment representatives