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| Gateway Wealth Management Services to Physicians |
The financial management needs of physicians and the medical practice are wide ranging and complex. In addition to providing banking services to the practice as a whole, Gateway Bank provides a broad range of services for the individual partners within the practice, as well as associates and other employees.
| Services for the Professional Medical 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 services
- 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
- Equipment loans
- Financing for income-producing properties
| Services for Business Owners and Partners |
Beyond the financial management needs of the practice, Gateway Bank financial 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 Banking services
- 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 |
In addition, Gateway Bank provides premium featured accounts to associates and employees of the legal practice, including Gateway at Work Checking. No monthly maintenance fee or minimum balance requirement.
- Personalized standard checks at no charge
- Unlimited check writing
- Quality Service Guarantee
- Free Gateway Bank debit card
- Free transactions at all Gateway Bank and Publix Presto! ATMs
- Free online banking with Bill Pay
- Payroll direct deposit
- Free imaged account statements
- E-mail statements available
- No fee for Official Checks
- No fee Deluxe ID TheftBlock® Plus for one (1) year
- Visa® or MasterCard® credit cards with reward points
- Discounts on Safe Deposit Boxes (where available)
- Discounts on personal, auto, boat and mortgage loan financing
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