With First Clearing you have access to Brokerage Cash Services, providing your clients convenient money movement features and an industry renowned online and mobile experience. Brokerage Cash Services is an optional set of features for brokerage accounts that combine investing with easy access to online and mobile cash management to help clients realize the full power of their finances.
Delivering smarter cash solutions with convenient digital access
Streamline cash and wealth management options with Brokerage Cash Services (BCS)
Simplify client finances through comprehensive cash and investment solutions
BCS combines investing and cash management features all in one. We know your clients are looking for ways to simplify their finances. Broaden the services you provide by accessing securities-based lending products and referrals to banking and lending specialists. These experts are available to help you manage both sides of a client’s balance sheet.
Unlock convenience with access to online and mobile features
Combine investing with online and mobile cash management. Services include:
- Mobile deposits1,
- Access to Wells Fargo bank locations and ATMs2,
- Apple Pay®3 and digital wallet4,
- Free Digital Wire transfers sent through WF online and the WF mobile app5,
- Margin line of credit for overdraft protection and loan access based on marginable securities,
- Bill Pay, and more
Experience powerful tools at your fingertips
Help your clients stay on top of their investment portfolio, the markets, and the economy with tools and features designed for:
- Quick and in-depth views of the portfolio, accounts, and investments
- Market and balance alerts
- Real-time quotes
- Narrowed searches for stocks, mutual funds, ETFs and bonds
- Market insight and commentary, investment ideas, economic outlooks, and industry news
Footnotes
- Mobile deposit is only available through the Wells Fargo Mobile® app on eligible mobile devices. Deposit limits and other restrictions apply. Some accounts are not eligible for mobile deposit. Availability may be affected by your mobile carrier’s coverage area. Your mobile carrier’s message and data rates may apply. See Wells Fargo’s Online Access Agreement and your applicable business account fee disclosures for other terms, conditions, and limitations.
- Cards issued in certain states may not have the ability to make PIN-based transactions. Brokerage Cash Services clients are eligible for up to 5 non-Wells Fargo Bank ATM refunds monthly. If a non-Wells Fargo Bank ATM is used, a fee may apply.
- For a list of compatible Apple Pay devices, see Apple Support
- Digital wallets may not be available on all devices.
- Enrollment in Digital Wires is subject to eligibility requirements, and terms and conditions apply. Applicable outgoing or incoming wire transfer service fees apply, unless waived by the terms of your account. Your mobile carrier’s message and data rates may apply. For more information, see the Wells Fargo’s Online Access Agreement and your applicable account fee disclosures for other terms, conditions, and limitations.
