Managed Asset Portfolio
Enjoy the benefits of a relationship-based checking account and convenient access to a fully functioning brokerage account.

Minimum Requirements

  • Minimum opening deposit of $10,000* to your checking account

 


 

Product Features

  • A powerful, daily sweep feature that moves funds in excess of the checking peg balance (minimum $25,000) into the selected investment option in your brokerage account. If your checking balance falls below its peg, money market fund shares are redeemed or funds are withdrawn to replenish your checking account and to cover your expenditures.
  • Access your brokerage account balance through free Digital Banking
  • Investment research at no charge and access to Trading Online**
  • Extras at no cost to you, including: Quicken® and Money downloads, Cashier's Checks, Visa® Signature Credit Card (upon approval), financial plan***, safe deposit box (where available, up to $100 value)
  • Free standard First TennesseeSM Visa® debit card with First Tennessee Cash Rewards

 


 

Product Benefits

  • Tiered interest on checking
  • Higher ATM withdrawal limit of $1,000 per day
  • Higher pinned purchase limit of $5,000 per day
  • Foreign ATM fee (our fee) and foreign ATM surcharge (other bank's fee) waived
  • Access to investment professionals

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