TradeWallStreet Financial

The PenFlex Advantage

Save, spend, and invest with one combined account. The PenFlex advantage offers money market funds with convenient features which include check writing, Visa debit card, daily declared and monthly paid dividends, automatic sweep availability, and interest bearing accounts for U.S. and International clients.

Proceeds of securities sales, dividends and interest will automatically sweep on a daily basis into your choice of any of the Scudder Money Market Fund Accounts (USA) or Reich and Tang (International). When securities purchases are made, the automatic sweep transfers funds from your money market account to pay for the investment. Earn up to 3% interest when funds are in cash.

Manage your money effectively and with security.

ACH Funding and Withdrawals. Use this form to create a new ACH relationship and transfer funds to and from your brokerage account.

ACH Form

Online Access and Statements

Once you have received and activated your Penflex Advantage account you can view your available balance, debit card transactions, ATM transactions, cleared checks, and automated clearing house transfers online.

The Penflex account stores your information for up to 3 years. When preparing your income tax returns, the entire prior year's information will be available to you. All of the information obtained can be downloaded to personal management software programs such as Quicken, MS Money, and spreadsheet applications such as MS Excel.

Features

Check Writing

Unlimited number of checks with no minimum dollar amount required per check
Payee information included on your monthly statement
Checks can be coded to identify expenses

Automatic Deposits and Withdrawals

Direct deposits
Automated bill payments

Gold ™ Debit Card

Accepted worldwide for purchases
ATM access
Convenient Visa benefits

Internet Access

Available balance
Card activity
Check activity

Statements

Consolidated monthly brokerage statement
Check image statement
Annual summary statement

Choice of Money Market Funds

Taxable, government, and tax free

* Choose from a Family of Scudder Funds. An investment in the money market fund is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. To obtain a Prospectus of the funds please contact 1.800.984.6558. Read the prospectus carefully before investing or sending money.

Open a cash, margin, or IRA investment account, and start investing today.

Click Here to Apply Online Now

Members FINRA, SIPC, NASDAQ, NYSE Euronext, and NFA. Tel: 1(800)776-1018 or (202)449-7260

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For Finra brokercheck please see www.finra.org. All accounts are SIPC Protected for $500,000 Securities, including $100,000 claims for Cash. Penson Financial Services, Inc. (PFSI) has also acquired “Excess SIPC” insurance from a third party insurer to protect client accounts up to their net equity for loss of securities and cash held at Penson Financial Services, Inc. (PFSI), up to an overall firm aggregate of US $200,000,000 over all customer accounts. This “Excess SIPC” protection is in addition to the protection provided by the Securities and Investors Protection Act, which is administered by SIPC, and is subject to certain conditions and limitations, details of which are available upon request. The above coverage does not protect against loss of the market value of securities. System response, trade executions and account access may be affected by market conditions, system performance, quote delays and other factors. The risk of loss in electronic trading can be substantial. You should therefore consider whether such trading is suitable for you in light of your financial resources. Money Market Funds are not FDIC Insured. Tradewallstreet.com is a stock brokerage company, for active trading and electronic online investing. Read our Risk Disclosures Third Party Quotes and Research page provided in part by Vector2000 Stock Systems and Askchart.com and Quotemedia.

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