EverBank  

for help email Jim: jim@jimstephan.com

I am pleased to introduce our online banking benefits by EverBank made available to you through my office with Securities America. EverBank, an online bank, has shown impressive growth (see Awards and Recognition below) due to their conservative banking practices during these volatile financial times. EverBank allows easy online access to higher FDIC Insured Money Market saving rates that are targeted to remain in the top 5% of all money markets nationwide.
 
EverBank may be your answer to higher returns on CDs (click here for bank yields) and checking accounts or you can just use the money-market savings only. You can make transfers (in or out) of funds, with just a few clicks, between your current local bank checking and your new EverBank FDIC Insured Money Market Savings by a secured ACH wire, no fees or mail time with a $5000 minimum balance. You may also download transactions to Quicken or other accounting software.
 
Your new EverBank FDIC Insured Money Market savings or checking details will be aggregated into our Wealth Monitor reporting system, so that all your investment assets and bank savings/checking will be valued and reported online with the rest of your investment portfolio! You can look up your EverBank account transactions history on Jim's Albridge Wealth Reporting site https://wm.mainaccount.com or you can get online directly with EverBank at www.EverBankadvisor.com and see the same.  
 
Directions to get started (keep for reference):
  1. Print and fill out the *EverBank Application, sign (x2 if joint) and mail back to Jim Stephan when completed (need original by mail or drop off).
  2. Make out check payable to your name for $5000 (minimum balance for checking or money market accounts to avoid monthly service fee) and return to Jim with application (if joint acct make check payable to both names on account).
  3. Inside 2 weeks, EverBank will send by mail your new account number and deposit confirmation. With your new account number, call Jim for assistance in setting up your initial on-line security, to include establishing a bank-link to your existing local account.
EverBank Application form & Bank Reports
 
 
 
 
*Please note that EverBank and Securities America, Inc. are not affiliated entities and that non-banking investments offered by Jim Stephan through Securities America, Inc. are not FDIC Insured, not guaranteed by a bank, and can lose value. EverBank Money-Market saving and checking bank programs are FDIC Insured as offered to you by Jim Stephan of Securities America.