Private Banking
You’re well beyond the simple checking and savings account. You need banking services with some muscle to carry out your varied and complex personal and professional transactions. And you need them 24/7/365.
Are You a Private Bank Client?
Qualifications:
- Household income greater than $250,000 annually
- Liquid assets (deposits or assets under management) greater than $500,000
- Net worth greater than $1 million, excluding primary residence
With one call to your Wealth Management Relationship Manager, you have access to every banking service you need…and even a little bit more.
Day-to-Day Financial Management
Your own Personal Private Banker, plus:
Checking
Checking, savings, debit cards
Private Bank Interest Checking
No balance requirements
Unlimited check writing
Check images returned at no charge
Complimentary checks
FDIC-insured
Daily ATM cash withdrawal up to $3000 (or maximum available at each ATM, if max is less than $3000). Point of sale daily limit $5,000.
Free access to any ATM worldwide
Savings/Money Market
Money Market Accounts with Special Rates
No balance requirements
Higher rates on all balances, no tiered pricing
Can provide overdraft protection to checking; no fees to transfer funds
Complimentary checks - limited to six transactions per month
Certificates of Deposit (CDs) with special rates
CDARS® - up to $50 million in FDIC Insurance
Credit
- Platinum Plus Debit VISA® Check Card, with option for personal photo on card.
- Access line of credit from IndyOnline and Mobile Banking
- Overdraft Protection - $10,000 line of credit for overdraft protection on Private Bank checking account (requires credit approval). No transfer fees. Reduced interest rates. Included on statement with checking/savings accounts.
Other Benefits
- Complimentary IdentityFirst™ identity theft advocacy benefit
- Foreign draft and remittance services available
- Complimentary domestic wire transfers
- Complimentary Cashier’s Checks and Safe deposit boxes - 3x5 box or equivalent credit toward larger box
- Complimentary credit report and score from Equifax Score Power
Contact a First Independent Relationship Manager to learn more.
- SW Washington 360.699.4221 | 800.819.6473
- Portland 503.224.0102
