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When are Command Asset Program statements mailed?
Can I transfer securities from other brokerage firms to my Command Asset Program account?
What is an Expense Tracking Summary?
What is required to open a Command Asset Program account?
What qualifies toward the minimum balance in my Command Asset Program account?
Can I receive my canceled checks each month?
Can I order special check styles for use with my Command Asset Program account?
Can I obtain a copy of a check?
How do I deposit stocks and bonds into my Command Asset Program account?
When are Command Asset Program statements mailed?
Command Asset Program statements are cycled by calendar month, with statements typically mailed during the first full week of each month.
Can I transfer securities from other brokerage firms to my Command Asset Program account?
Certainly. Simply bring the most recent statement from your current brokerage firm into the nearest Wachovia Financial Center and we’ll direct the transfer from there.
What is an Expense Tracking Summary?
This helps you see exactly where your money goes every month. With Expense Tracking, you have 22 pre-defined categories, and the ability to customize up to nine additional categories to track expenses using your Command Asset Program checks.
What is required to open a Command Asset Program account?
In order to open a Command Asset Program account and avoid a monthly service charge, the minimum balance in cash, stocks, bonds, treasuries, certain annuities, self-directed IRAs, or mutual funds is required in any combination.
What qualifies toward the minimum balance in my Command Asset Program account?
Cash, mutual funds, stocks, bonds, certain annuities, and self-directed IRAs are all included as relationship qualifiers.
Can I receive my canceled checks each month?
Check safekeeping is required for all accounts so canceled checks are not returned each month. You can however, request a copy of any check you need.
Can I order special check styles for use with my Command Asset Program account?
Yes. If you wish to order other check styles, there will be a charge for them. Remember, Command Asset Program Wallet and Command Asset Program Wallet Duplicate style checks are free with your Command Asset Program account.
Can I obtain a copy of a check?
You may obtain copies of three checks at no charge each month. After the third copy, standard check copy charges would apply. Check copies can be conveniently requested by logging into Online Banking, through our voice service, or by contacting Command Asset Program Client Services.
How do I deposit stocks and bonds into my Command Asset Program account?
Simply sign the certificates as they are registered and take them to your nearest Wachovia Financial Center or contact your Financial Advisor.
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