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| LaSalle Asset Management
Account (AMA) |
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| LaSalle Bank Midwest N.A. |
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LaSalle Financial Services, Inc. |
| Member FDIC |
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Member FINRA/SIPC
and a licensed insurance agency. |
The LaSalle Asset Management Account (AMA) is our best
financial services package that combines your banking, a premium
checking account offered through LaSalle Bank Midwest N.A., and investments,
with a brokerage account offered through LaSalle Financial Services, Inc.5
AMA enables you to see your entire financial picture - deposits,
loans and investments - to give you the information you need to help
make smart banking and investment decisions.
Consolidated Statements
One monthly statement covers all of your LaSalle Bank and LaSalle Financial Service, Inc accounts
and brokerage accounts and, at your option, IRAs and
personal loans (excludes mortgages).
Superior Cash Management
Your cash either remains in a high-yielding
FDIC-insured1 checking account or, if you prefer, is automatically
swept into your choice of any one of four money market mutual funds2,7,
including a federally tax-exempt option. Four interest rate tiers
in the checking account help maximize your earnings.
Quality Investment Choices
Through LaSalle Financial Services, Inc. you can invest in a wide variety
of mutual funds from companies with well-known asset managers.7
You may also invest directly in stocks and bonds listed on major
exchanges.7
Guidance
A dedicated team can help you plan your financial future and assist
you with banking, investing, and borrowing needs.7
Additional AMA Benefits
- Free ATM transactions worldwide6
- Unlimited check writing
- Two boxes of complimentary personalized basic bank checks annually
- Fee-free travelers checks and money orders
- Free online banking and online bill payment
- $300 credit towards closing costs of a mortgage8
- Waiver of annual fee for home equity line of credit
- Free personal financial plan - a $250 value3,7
- Three commission-free stock trades and 5% discount on stock
trades 3,4,7
- Waiver of annual fee for two brokerage IRAs3,9
- Online Investing
How to open a LaSalle AMA
Come to any of our Banking Centers in Michigan and north central
Indiana to open your AMA. To find the nearest Banking Center and schedule
an appointment with a LaSalle Financial Services, Inc. Financial Advisor,
call toll-free (800) 554-5507 and press 3. If you already have a
LaSalle Bank checking or a LaSalle Financial Services, Inc.
brokerage account, you may be able to simply convert one or both
accounts without changing your account number, checks, direct deposit
or automatic payment instructions.
1 FDIC insured up to the maximum allowed by law.
2 An investment in any of the funds is not insured or guaranteed
by the Federal Deposit Insurance Corporation or any other government
agency. Although the funds seek to preserve the value of your investment
at $1.00 per share, it is possible to lose money by investing in
the funds. For additional information about the funds, including
risks, charges, and expenses, call (800) 554-5507 to obtain a prospectus.
Read the prospectus carefully before you invest or send money.
3 Available after account has been open for 60 days.
4 Trades subject to a $100 per trade maximum credit. 5% discount
does not fall below the stated minimum on the current commission schedule.
5 $25 monthly service charge if combined daily balance in the LaSalle
Bank and LaSalle Financial Services, Inc. Brokerage account and other qualifying LaSalle Bank deposit accounts
(excluding checking accounts) falls
below $25,000.
6 The owner or operator of a non-Bank of America ATM may assess
a fee against your account for using its ATM.
7 Products and services offered through LaSalle Financial Services, Inc.
8 Available after account has been open for 6 months. One time only
in connection with a mortgage loan;
Valid towards the closing costs of a borrower not affiliated with
LaSalle Bank Midwest N.A., LaSalle Bank N.A., their settlement
service providers, appraisers, title insurance companies, real estate
brokers, or their sales agents.
9 The IRAs must be included on the combined statement.
Securities and Insurance Products are provided by LaSalle Financial Services, Inc. and:
| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
| Are Not Deposits | Are Not Insured by Any Federal Government Agency | Are Not a Condition to Any Banking Service or Activity |
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LaSalle Financial Services, Inc. is a registered broker/dealer, member of FINRA and SIPC, and a Licensed Insurance Agency. LaSalle Financial Services, Inc. is a nonbank subsidiary of LaSalle Bank N.A., and an affiliate of LaSalle Bank Midwest N.A. and Bank of America, N.A., all of which are subsidiaries of Bank of America Corporation.
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