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Your investment portfolio is typically comprised of individual investment accounts that work collectively to reach your financial goals. Will you need to have access to the funds readily available? Do you want to build assets, save for retirement, or fund a child’s education? Because your investment needs may vary, you’ll need to look at having an account for each purpose.
Your life may be complex, but managing your assets and your money doesn’t have to be. With an asset management account you can take advantage of an array of money-saving and time-saving products and services. The Command Asset Program integrates all your investment and banking needs into a single easy-to-manage relationship.
Wachovia Securities Asset Management Accounts
A standard brokerage account is a basic brokerage account that lets you take advantage of a professional Financial Advisor to help you develop a customized investment plan. Or, you may prefer to make your own investing decisions and open a standard brokerage account through Wachovia Securities Direct.
There’s no minimum balance requirement, and you’ll receive a monthly statement that includes portfolio, income, and activity summaries, as well as a detailed section showing specific investment holdings and your transaction history.
Wachovia Securities Brokerage Account
Wachovia Securities: Invest with an Advisor
IRAs are one of the simplest and best ways to save for retirement because they offer tax-free earnings1 (in a Roth IRA) or tax-deductible contributions2 (in a traditional IRA). And recently, The Economic Growth and Tax Relief Reconciliation Act (EGTRRA) of 2001 expanded their value for many people by adding greater flexibility and higher contribution limits.
With a Wachovia IRA, you can choose from a wide array of services and investment choices so you can create the IRA that best suits you.
Wachovia Securities IRA Products
No matter when you decide to start saving for a child’s education, we can help you save for the costs of college. With our 529 plan, the CollegeSense Plan, you can jumpstart your plan through a variety of investment and contribution options. The plan offers tax-deferred growth, and flexible assistance from a host of leading investment firms, like Evergreen Investments.
CollegeSense® 529 Higher Education Savings Plan
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