Cash Management Solutions

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 Funds Transfer

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

Corestone® Client Brochure

BNY Research and Commentary

Related Articles

Global Markets

Global Credit View: Is The Credit Cycle Over?

The combination of healthy fundamental underpinnings and positive primary market trends point to the persistence of the current high yield credit cycle.

Read More: Global Credit View: Is The Credit Cycle Over?
Market Commentary

The Aerial View

Out of all the warnings to emerge from senior finance officials over the past month that market participants might be misplacing risk, those by Bank of Japan (BOJ) Governor Haruhiko Kuroda just over a week ago were arguably the most...

Read More: The Aerial View
Investment Insight

Investment Update: The Increasing Attractiveness of International Equities

Jeff Mortimer’s Investment Update: A little competition is healthy, right? As an avid golfer, I always enjoy watching the Presidents Cup, a golf competition that pits the best international players against an all-star U.S. team. The level of talent always...

Read More: Investment Update: The Increasing Attractiveness of International Equities
Asset Allocation

Bond Market Observations: Epitaph For A Trade

To cut to the chase, after looking into all the moving parts of our economic outlook and assessment of fixed-income valuations (and revising more than a few) this month, we retain our core advice to prudent investors. Maintain a relatively...

Read More: Bond Market Observations: Epitaph For A Trade
Economic Insight

Liquidity Reimagined

It is no secret that the hunt for yield over the past decade or so has driven many investors into higher-risk areas of the credit market, such as high yield and emerging market debt. We believe that one of the...

Read More: Liquidity Reimagined