LATEST POSTS
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How do I withdraw money from my account and transfer to my bank account?
The most common method of withdrawing funds is via ACH (Automated Clearing House), a direct deposit into your bank account. You will have to complete an ACH Account Agreement form, see your CERTIFIED FINANCIAL PLANNER™ for this form. There is no charge associated with this function, and most ACH requests process within 1 (one) business…
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What payment options do I have for my Managed Account?
Asset-based-pricing is available for you to pay a periodic asset-based fee in lieu of paying commissions at the time of each transaction. The pricing of this schedule varies depending upon your assets under management. Your Financial Planner will go over this before you open your account.
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How do I deposit money into my account?
You may choose to fund your account by making out a check payable to “First Clearing, LLC”. If it is made out in your name, we can still accept the check if you or your company endorses the check and writes “Make Check Payable to First Clearing, LLC” beneath your signature. Please make sure your…
