Cash Management

Mesirow Financial allows you to offer your clients the convenience of a single interest-bearing account with a variety of convenient cash management services.

Through our premier cash management account, your clients can:

• Access funds by check or Visa^® credit or debit card
• Choose from generous cash or travel rewards programs
• Settle brokerage transactions automatically
• Enjoy money market yields on cash balances
• Opt to pay bills online

Additional account features include:

• Unlimited Check Writing
• No preset minimum per check
• Payee information on statements and e-view
• Detailed monthly statements with check writing activity by expense codes
• Year-end expense summary that recaps card, check and electronic transfer activity by category


• Visa^® Platinum Credit Card
• Choice of two rewards programs:
• Ultra Miles^® travel and merchandise rewards
• Cash rewards
• Substantial credit limits available for qualified applicants
• Worldwide purchasing power and 24-hour customer service
• Cash advances and balance transfers
• Annual percentage rate tied to prime


• Visa^® Platinum Debit Card
• Worldwide purchasing power and 24-hour customer service
• Expense code tracking
• Access to brokerage funds through worldwide ATM network
• Extensive member benefits, such as travel accident insurance, roadside service and extended warranty insurance


• One Free IRA
• Direct Deposits and Withdrawals
• Automatic Withdrawals for Paying Recurring Bills
• 24-Hour Telephone and Online Account Access
• Automatic Cash Sweep
• Margin Access
• Optional Online Bill Payment