Yes. We can assist with setting up banking functions that would link to your Heritage Oak accounts. This could include checking, debit and/or cards, auto transfers, direct deposit, and much more.
We encourage you to choose the banking arrangement that works best for you, and we are able to work with the bank of your choice to ensure your banking functions work seamlessly.
Yes. We work with the custodian of your account to provide the lending services that you need. We can also assist with transferring an existing margin or portfolio secured credit line from your current brokerage firm.