Cash Management

Cash Management & Access

The Cash Management Solutions available to you as a Wealth Alliance client through Fidelity Investments provide you with the power to manage your cash and spending alongside your investments. Your money is constantly working for you since nearly all of your idle cash is swept into a market-based money market account. We are able to assist you in ensuring superior access so that when you need funds, you can be confident in accessing them in the manner most convenient to you.

Ways that you can access your funds include:

  • Check writing
  • Bill payment services
  • Electronic fund transfer services
  • Direct deposit
  • Wire transfers
  • ATMs
  • Debit cards
  • Credit cards