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Description/Features:
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Automated
Investments/Loans
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- Excess balances are automatically moved to investment vehicles on a daily basis
- Several options are available to maximize returns
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Line of Credit Sweeps
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- Daily monitoring of line-of-credit (master note) and idle deposit account balances
- Automated pay-downs to reduce interest expense
- Automated advances for frequent, short-term use of credit line
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Money Desk CDs
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- Flexible investment terms
- Terms from 7 – 365 days for balances greater than $250,000 or higher
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