Stifel Cash Management Accounts

Stifel offers convenient and efficient full-service accounts to help manage all of your assets from your brokerage account, money market account, and checking account.

The Stifel Prestige® Account provides access to unlimited check writing that includes expense tracking, a VISA® debit card that provides ATM and point-of-sale access, daily sweep of funds, and the ability to view account information and activity via the Internet.

The STIFEL | ADVANTAGE account offers additional features, including an awards program, a concierge service, electronic bill payment, a VISA® credit card, a VISA® debit card with increased point-of-sale and ATM limits, rebates on ATM fees that may have been incurred, as well as access to convenient borrowing through a SPA Loan.

STIFEL | ADVANTAGE account clients will also enjoy enhanced statement reporting for the entire household that includes expanded broad tax lots, historical portfolio values, current month and year-to-date performance for several key indices, a Market summary and recap for the current month, and much more.

You select the account that is right for you.

For a comparison of the two accounts, click here.

Important Disclosures