MedallionSM Money
Market Accounts
An excellent first step in establishing your relationship
with Cantone Research setting up a Medallion Account, which
includes:
- a minimum initial investment of only $1,000
in cash and/or securities;
- no minimum balance once the account is opened;
- no annual account fee;
- a choice of three professionally managed money-market-fund
portfolios: Money-Market,
- Government Securities , and Tax-Exempt; (The Government guarantee of the securities owned by the Government Securities Portfolio does not guarantee the net asset value of the Portfolio’s shares, which the Portfolio seeks to maintain at $1.00 per share. Yields on all three portfolios will fluctuate. Future performance is not guaranteed.)
- automatic reinvestment of interest, dividends,
and other cash balances into the money-market portfolio you
select;
- no-minimum checking;
- convenient worldwide 24-hour ATM access;
- overdraft protection and a Private Credit Line
based on the value of your marginable securities, which allows
you to borrow (at rates usually lower than those available
from banks) by simply writing a check or using your ATM card;
the more you have, the more you can borrow, and the interest
may be tax-deductible up to the total of your taxable investment
income from all sources;
- Direct Deposit—automatic deposit of your
paycheck (or government checks like Social Security) in your
Medallion Account via electronic funds transfer; and
- an Automatic Payment feature—monthly debits
for payments like mortgages, insurance drafts, car payments,
and mutual-fund investments.
Your Medallion Account makes it easy to manage
all your assets more effectively through a single account. The Medallion Account fact kit includes the money-market-fund prospectus, which contains complete information, including management fees and expenses. Read it carefully before you invest.
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