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Services
Online Internet Access
www.fisn.com
for CD rates
www.fisnonline.com
for trading
Portfolio Management
Self Directed
FISN Managed
Balanced Fund
Portfolios
CD Administration
Client Communications
Consolidated
Statements
Quarterly Performance
Transaction
Confirmations
Periodic Client
Meetings
Monthly Account
Statement
All securities
transactions
All holdings,
including mutual funds
VISA card & check
Transactions
Portfolio Valuations &
Allocations
Funds Transfer
Fed Wire Transfer
Automated Payments
Systematic Investments
Transactions
Check Writing
ATM Card
VISA Debit Card
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