Products and Services

With a Wachovia Securities investment account, you can work with your Financial Advisor to invest in multiple asset types-stocks, bonds, cash, and more-to create an appropriate investment portfolio. Through sound techniques, a Wachovia Securities Financial Advisor will help you make sure that your portfolio stays balanced in light of your goals, your risk tolerance, and the current state of the market.

Your Wachovia Securities Account includes:

  • Timely Investing Ideas-plus advice from your Wachovia Securities Financial Advisor.
  • Personal Financial Review-provides the foundation for your plans and helps you chart your progress toward your goals.1
  • Financial Statements-provides details on your investment activity and overall portfolio.
  • Access Online-access your account balances, holdings, and performance online 24 hours a day, seven days a week.2
  • Account Protection-coverage for cash and securities in protected client accounts from the Securities Investor Protection Corporation (SIPC) and the Client Asset Protection Company (CAPCO).*

Select one of our products or services below to learn more about how Wachovia Securities can help you prepare for your financial future.

Accounts
Investment Choices
Online Services

10/07, 0907 - 65573

1 Available to clients with at least $2 million in investable assets.

2 Access to the Service may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.

*The Securities Investor Protection Corporation (SIPC) protects clients of its members up to $500,000 (including $100,000 for claims for cash), and Wachovia Securities has arranged for additional commercial coverage of the remaining net equity balance, if any, in your accounts at no charge. The commercial insurer for this coverage is Customer Asset Protection Company (CAPCO). Wachovia Securities and 13 other securities firms formed CAPCO in 2003. Neither insures the quality of investments or protects against losses from fluctuating market value. For more information on SIPC coverage, please see the explanatory brochure available at www.sipc.org.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Wachovia Securities is the trade name used by three separate, registered broker-dealers and nonbank affiliates of Wachovia Corporation. Retail securities brokerage services offered through Wachovia Securities, LLC, Member NYSE/SIPC and Wachovia Securities Financial Network, LLC, Member FINRA/SIPC. Corporate and Investment Banking services offered through Wachovia Capital Markets, LLC, Member NYSE, FINRA, and SIPC. A.G. Edwards is a division of Wachovia Securities, Member SIPC.