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Consolidate all of your investment holdings, including mutual funds, into a safekeeping account. Receive a single easy-to-read statement that lists all of your holdings.
  • Obtain a wide variety of investment choices.
    • Common and preferred stocks
    • Margin accounts with highly competitive interest rates
    • Extensive selection of mutual funds including selected "No-Load"
    • Money market accounts with free checking
  • Take advantage of
    • Free checking account
    • Daily sweeps of interest into your money market account
  • With a safekeeping account
    • No transfer fees
    • No registration fees
    • No miscellaneous transaction fees
    • No safekeeping fees
  • Would you prefer a premium service account? It is available with a Visa/ATM debit card, free unlimited checking account (no minimum per check). The checks can be coded for easy year-end accounting.

M.L. Stern Investment Securities, A Division of Southwest Securities, Inc.  Member of NYSE, FINRA, and SIPC..