Automatic Deposit Services

Allows a client to have funds deposited automatically from their bank checking account directly into their brokerage account. Samples of these services include a:

Monthly ACH Debit Authorization - this option is utilized when a client may want to have a set dollar amount deducted on a monthly basis.

Periodic ACH IRA Debit Authorization can be used to have a set dollar amount deducted from the bank checking account to their regular Brokerage IRA (not to exceed $2000 in one year).

Touch Tone Telephone Services

A convenient tool that enables investors to transfer funds from their bank accounts to their brokerage accounts through the use of a touch-tone telephone.  Omitting the usage of stamps, envelopes and paperwork.

This funds transfer system is available 24 hours a day, 7 days a week using interactive voice system response technology.

When you initiate the touch-tone telephone service transfer on a regular business day before 1:00 p.m. (EST) your checking account will be debited and your brokerage account will be credited on the next business day.   This is a free service offered by Bannon, Ohanesian & Lecours, Inc.  

 Certain Restrictions may apply on any or all of these services.  
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