Your financial consultant at Benjamin F. Edwards & Co. has access to a suite of investment products and services that can be used to develop a financial approach that meets your goals and objectives – from the most basic to the complex. Whether you are planning to retire, preparing to send a child to college, or working to transition your wealth to your heirs, our financial consultants have the tools to offer investment solutions that meet your needs. Further, we do not offer financial products that are proprietary in nature, or have sales quotas. That means our financial consultants are free to make the recommendations that best suit your financial objectives.
Equity Investments
Common stocks (All major exchanges)
Preferred Stocks
Exchange Traded Funds (ETFs)
Equity Unit Investment Trusts (UITs)
Fixed Income Investments
Corporate bonds
Municipal bonds
U.S. Treasuries
Zero Coupon bonds
Government Sponsored Enterprises (e.g. Fannie Mae, Freddie Mac)
Certificates of Deposit
Fixed Income ETFs and Exchange Traded Notes (ETNs)
Fixed Income Unit Investment Trusts
Mutual Funds
Your financial consultant can help you find the funds with the right investment strategy (value, growth, balanced, large cap, small cap, international and fixed income, etc.) and the right fee structure (A shares, C shares, etc.). We offer some of the most widely-recognized fund families available. Please click here for important investment information concerning mutual funds.
Advisory Programs
Benjamin F. Edwards & Co. offers a variety of equity and fixed income advisory programs. To find out more, please click here.
Annuities1
We offer a selection of outstanding annuity products that may address a variety of your financial needs.
Other Investment Vehicles
Money Market Funds
Options2
IRAs
Traditional
Roth
SEP-IRAs
Rollovers
Educational Savings Accounts
| Variable annuities are long-term investments and are subject to market fluctuations and investment risk. They are sold by prospectus. Before investing, it is important that you consider your investment objectives, risks, charges, and expenses. You can obtain a prospectus by contacting your financial consultant. |
| Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of Characteristics and Risks of Standardized Options. A copy of this can be obtained from your financial consultant. |
Client Investment Accounts
When you open an account with us, your assets will be transferred to Benjamin F. Edwards & Co. in an efficient and orderly manner. If you desire more than a basic brokerage account, you may choose one of our three ProCashPlus® account options that best meets your investment and financial management needs.
Depending on the level of service selected, our ProCash accounts are a powerful asset management tool that allows our clients to invest in securities, purchase products and services, write checks, and pay bills from one convenient account.
• ProCash Plus Silver:
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Daily money market fund sweeps of idle cash |
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Margin privileges for additional borrowing power 1 |
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Direct deposit of payroll, pension, Social Security |
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Online access to check payee information |
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Unlimited check writing with no minimum per check amount |
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Free first order of checks |
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CashCall® – 24-hour automated voice-response account information system |
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BillSuite™ – Online bill payment and presentation service (optional)2 |
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EasyPay™ – 24-hour automated voice-response system for transferring funds into brokerage account from any valid checking account (optional) |
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SelectLink® – Comprehensive account summary (optional) |
• ProCash Plus Gold:
All ProCashPlus Silver features, along with:
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Gold MasterCard debit card for purchases anywhere MasterCard is accepted
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No-fee automated teller machine (ATM) access
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Simple portfolio evaluation including cost-basis and gains and losses
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Free automatic dividend reinvestment
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Monthly combined banking and brokerage account statement
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Annual report with itemized checking and MasterCard debit card activity
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No penalty for account inactivity
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RewardSuite – Points-based loyalty program (optional)
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• ProCash Plus Platinum:
All ProCashPlus Gold and Silver features, plus:
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No-fee Individual Retirement Account per account holder
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Platinum MasterCard debit card for purchases anywhere MasterCard is accepted
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Low-price guarantee program
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24-hour access to a customer support representative
| Margin approval required. |
| Clients using this feature must abide by the program’s terms and conditions. Additional fees apply. |
| Individual banks may charge a fee for ATM usage. |
| The no annual maintenance fee is available only for individual and joint ProCash Plus Platinum Accounts. Pershing LLC must be the custodian of the IRA. |
The annual fee will be waived for one year for our clients who open a ProCash Plus Gold or Platinum account. In addition, ProCash Plus Gold or Platinum account holders will receive a one year complimentary membership in RewardSuite, an optional rewards program that enables participants to earn one point for every $1 spent with their MasterCard debit card redeemable for air travel, travel-related gift certificates, or gift cards to national dining and retail establishments, or one percent cash back on eligible purchases.
