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| Private | Wealth Services to CPAs |
Like any professional practice, the financial requirements of the Accountancy practice are multi-faceted. In addition to the business, or practice, itself, there are a number of additional factors to be considered, most notably, the partners and associates. Gateway Bank provides a full roster of services for firms ranging in size from the single practitioner to large multi-partnered firms.
| Services for the Accountancy Practice |
- Full-featured business transaction accounts
- Business Money Market Investment accounts
- Free online banking and Bill Pay
- Commercial Cash Management:
- Sweep accounts
- Lock Box services – available soon
- Investments
- Remote Deposit Capture
- Merchant Processing services
- Courier and Armored Car service
- Retirement Planning and Employee/Partner Benefits:
- 401k
- Simplified Employee Pension Plans (SEP)
- Deferred Compensation Plans
- Lending services for start-ups or for expansion of an existing practice:
- Lines of credit
- Property acquisition loans
- Construction loans
- Financing for income-producing properties
| Services for Partners of the Firm |
Beyond the financial management needs of the practice, Gateway Private | Wealth professionals address the unique requirements of the individual partners. By providing a complete roster of business banking, personal banking and wealth management services, Gateway Bank provides a single, consolidated financial resource for the professional practice as well as the principles.
- Private | Wealth services
- Personal cash flow loans
- Full-featured, interactive personal transaction accounts
- Personal Money Market Investment accounts
- Online banking and financial management
- Comprehensive Wealth Management services
- Investment and brokerage services through partnership with Raymond James Financial Services, Inc.
- Traditional and Roth IRA accounts
- Individual retirement planning services
- Estate Planning and Trust services
- Customized lending for vehicles, watercraft and aviation
- Club Membership lending
- Personally secured loans and lines of credit
- Residential lending for high value properties
- Second home and vacation home financing
- Home equity lines of credit
- Total financial relationship based banking services
| Private Gold Reserve Checking |
The cornerstone of the individual attorney's personal banking relationship with Gateway Bank is Private Gold Reserve Checking. From this central high yielding account, all segments of the banking relationship can be consolidated.
- Minimum opening balance - $5,000
- Minimum Daily Balance of $25,000 or Average Monthly Balance of $50,000 in any combination of personal depository accounts, or $50,000 in any combination of outstanding personal loan balances waives Monthly Maintenance Fee of $25
- Tiered interest rate structure:
| $ |
0 |
- |
$ |
4,999.99 |
| $ |
5,000 |
- |
$ |
24,999.99 |
| $ |
25,000 |
- |
$ |
99,999.99 |
| $ |
100,000 |
- |
$ |
499,999.99 |
| $ |
500,000 |
+ |
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- Complimentary standard Private Gold Reserve checks
- Unlimited check writing
- Quality Service Guarantee
- Free Gateway Bank debit card
- Free access to any ATM - anywhere!
- Free online banking with Bill Pay
- Payroll direct deposit
- Free imaged account statements
- E-mail statements available
- Combined statements available
- No fee Deluxe ID TheftBlock® Plus
- No fee for Official Checks
- Bonus rates on Personal Certificates of Deposit
(cannot be combined with CD specials)
- Visa® or MasterCard® credit cards with reward points
- Discounts on Safe Deposit Boxes (where available)
- No fee Notary and Photocopy service
- Discounts on personal, auto, boat and mortgage loan financing
| Gateway at Work Checking Account |
Gateway Bank provides a premium featured account to employees of business clients -
Gateway At Work Checking.
FREE Features
- Free Official Checks
- Free standard checks for life
- Free online banking with bill pay
- Free imaged or electronic statements
- Free Notary service
- Free transactions at all Gateway Bank and Publix Presto! ATMs
- No fee Deluxe ID TheftBlock Plus® for one (1) year
- Free Debit Card for life and one year free membership in Gateway Rewards Program (available in 2010)
Added Benefits
- No monthly maintenance fee
- No minimum balance requirement
- No direct deposit requirement
- Unlimited check writing
- Reimbursement of two foreign ATM usage fees (charged by Gateway Bank) per statement cycle
Discounts
- Discounted Safe Deposit Box (upon availability)
- Discounts on personal, auto, boat and mortgage loan financing
All backed by our Quality Service Guarantee and Switch with Confidence! Guarantee. |
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