Cash Management

Cash Management

Intelligent Design Advisors' clients have access to convenient, modern cash management tools through our custodian,  Charles Schwab. 

Charles Schwab provides many of the same cash management services you would expect from a local bank, but with the benefit of being able to consolidate your cash and investment accounts into one client login.  Your account can be accessed online, through a mobile app, or via telephone.  Services includes nation-wide ATM fee reimbursement, free online bill pay, unlimited checks, debit and credit cards, digital check deposits, electronic funds movement, and direct deposit.  

If Charles Schwab's cash management services do not meet your needs we may be able to link your preferred cash management solution to your relationship with us so we can help monitor progress towards your goals.

 

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