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e*PRIMEVEST
PrimeSweep


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Investments

Now you can enjoy the convenience of banking and brokerage in one location, TrustBank™. Tom Saxe, PRIMEVEST Investment Executive, can help you take control of your financial future with products designed to meet your individual investment needs. Products available include:

  • Stocks
  • Bonds
  • Mutual Funds
  • U.S. Government Securities
  • Tax-favored Investments
  • Annuities
  • Life Insurance
  • Brokered Certificates of Deposit
  • Educational & College Savings Plans
  • and much more!

Featured PRIMEVEST Products

  • e*PRIMEVEST

e*PRIMEVEST is a convenient way to buy and sell stocks and options. Gain immediate access to quality research, limited real-time quotes and current information on your investments. You can also track your account positions and balances, and open order activity online.

  • PrimeSweep

PrimeSweep - An account that works as hard as you do....


A PrimeSweep account provides you with the ability to transfer a portion of your checking account balance into an interest bearing money market mutual fund.

Enjoy the Benefits:

  • Daily Liquidity - Write checks based on the combined checking account and fund balance.
  • Attractive Yield Potential - Earn daily dividends on your money fund balance.
  • Monthly Statements - Keep a complete record of your account activity including deposits, dividends, withdrawals and balances.
  • Online Access - Retrieve daily account information through the Internet.

When the balance in your checking account exceeds a predetermined target amount set by you and a PrimeSweep Representative, the excess money will sweep to a dividend earning money market mutual fund. Likewise, if the balance in your checking account falls below the target amount, cash will sweep from the money market mutual fund into your checking account. PrimeSweep provides you with the advantage of enabling you to write checks based upon your combined money market mutual fund balance and your checking account target balance.

There is no limit on how much money can be swept into the money market mutual fund account aside from your target balance (sweep amounts will be in $5,000 increments). Interest compounds monthly and is reinvested monthly into your PrimeSweep account. Sweeps can be conducted as frequently as daily.

Tom Saxe,
PRIMEVEST

Investment Executive

Tom is located inside TrustBank™ at 600 E. Main Street, Olney, IL 62450.  

Call Tom at (618) 395-4311 or (800) 766-3451. E-mail him at: Thomas.Saxe@primevest.com

PRIMEVEST is an independent, registered broker/dealer. Member
SIPC/FINRA. The PRIMEVEST Investment Executive is registered to conduct securities business in the states of Illinois and Indiana. Response to, or contact with residents of other states will only be made upon compliance with applicable state registration requirements.

The information in this website is for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokeraged services to persons outside of the United States.

Securities provided by PRIMEVEST: Not FDIC insured, Not financial institution guaranteed, May lose value.

View PRIMEVEST privacy policy and other important information.


To learn more, visit
www.primevest.com

Read the latest edition of
QUARTER NOTE$: Your Guide to Financial Independence



We want you to know:
Investment products provided by PrimeVest:

Are Not
FDIC Insured
May Lose
Value
Are Not
Bank Guaranteed
Not a Deposit
Not Insured by any Federal Government Agency




 


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