BANKING AND FINANCIAL SERVICES

As your wealth grows, your need for customized financial services becomes imperative.

We offer several solutions to help manage your banking needs. Each account offers features and special services suitable for our Wealth Management clients.

Crown Banking^SM…our premier relationship package.

• Tiered-interest earning account with unlimited check writing and convenient access
• Gold CheckCard¹ with no monthly fee, higher withdrawal limits, and purchase security
• Two withdrawals at non-Wachovia ATMs per monthly statement cycle with no Wachovia fee²
• Free Online Banking and no fee for Online BillPay
• Additional accounts with no monthly service fee: one checking (non-interest) and one savings or money market account
• Free checks in some styles; $15 discount on most other styles
• No fee for line of credit overdraft transfers
• No fee for travelers checks and notary services

Crown Classic Banking^® …gets even better when you turn 50.

You receive the full benefits of a Crown Banking account, plus:

• Free standard safe deposit box (where available) or equivalent discount on a larger size
• No penalty CD withdrawals for health-related emergencies (once per year)³
• No fee for official checks 

Online Services

Managing your financial life doesn’t have to be limited to 9 to 5. With Wachovia Online Services, you can access your accounts and manage your money—anywhere you have secure Internet access.

Apply online, bank online, invest online.

Online Banking
Freedom to bank when and where you want with Online Banking.  The power to manage your money, even pay your bills, right from your computer.

Online Brokerage
The market comes to you with our Online Brokerage service. It’s secure, fast and convenient—allowing you to manage your portfolio on your schedule.

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Services from Wachovia Wealth Management may not be available in all states.



Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

All products contained within this Web site may not be offered at a Wachovia branch.

Annuity products are offered through Wachovia Insurance Agency, Inc. a non-bank affiliate of Wachovia Corporation, and are underwritten by unaffiliated insurance companies.

Insurance products are offered through non-bank insurance agency affiliates of Wachovia Corporation and are underwritten by unaffiliated insurance companies. Wachovia Corporation's insurance agency affiliates receive compensation from an insurer or other entity for the sale of products and fees for services performed.

Insurance and Annuity products are also offered through Professional Direct Agency, Inc. (may be licensed in some states as Jim Palmer, CA license #0C76773.)

Member FDIC