Who should consider this account?
This account is designed for individuals with a significant relationship with Pinnacle. An experienced financial advisor will partner with you on the journey to protect, grow and distribute wealth by customizing solutions for your unique needs and goals.
What does the account include?
What transactions are limited?
You are limited to six "third-party" transactions per month ($5 fee for debits in excess of limits). This includes:
- Checks, point-of-sale (POS) transactions or debit card purchases
- Automatic transfers to another deposit account at Pinnacle
- Automatic transfers to a third party or another institution
- Telephone transfers through Pinnacle Anytime and transactions initiated by phone call, fax or email through a Pinnacle associate
- Online banking transfers and transactions through bill pay services
What is the account maintenance fee?
The $15 monthly service fee is waived with a total of $750,000 in liquid assets held at Pinnacle. Liquid assets include combined deposit accounts and/or accounts with Pinnacle Asset Management, Pinnacle Wealth Advisors and/or Trust & Investment Services)2,3