Our Approach

Gain the insights you need to more effectively manage and save your money with account analysis statements.

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Features

  • Access monthly statements detailing services and fees for each account.
  • Save time by utilizing the composite statement to combine information on multiple accounts.
  • Enhance decision-making and control by reviewing account activity to identify opportunities to use your funds more efficiently.
  • Offset activity fees with an earnings credit allowance that is calculated monthly on the investable balance.

Services

Account Analysis Statement Results Summary

  • Converts the balances maintained in the account(s) to the Earnings Credit Allowance which can be used to offset fees.

Account Analysis Statement Service Details

  • Shows total services charged for all accounts. Service charges are unique to each customer based on services used.

Have Questions?

We're here to help. 

Give us a call at 888.769.3796 and select option 2.

EMAIL US
Katie Heim
Katie Heim, VP Treasury Management, Appleton, WI

Your Trusted Treasury Management Advisor

No matter what financial needs you may have, we are here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.

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