Investment assistant | Planner Securities

CREDIT INTEREST

Continue adding to your wealth with conservative options.

Credit interest

Looking for a way to earn extra income on your idle cash? Look no further than Planner Securities' Credit Interest program.

With our Credit Interest program, you can earn interest on your available cash balances, providing a simple and hassle-free way to boost your investment returns. Our program is designed to provide competitive rates on your uninvested cash balances, so you can make the most of your investment capital.

The best part? Our Credit Interest program is available to all clients, with no additional fees or requirements. Simply maintain a qualifying cash balance and start earning interest today.

At Planner Securities, we're committed to helping our clients achieve their financial goals. Our Credit Interest program is just one of the many ways we're working to help you maximize your returns and build a more secure financial future.

To learn more about our Credit Interest program, including eligibility requirements and current interest rates, visit our Plans and Pricing page today.

Cash Balance	Rate
$0 - $24,999	0.35%
$25,000 - $99,999	0.35%
$100,000 - $499,999	0.35%
$500,000 - $999,999	0.35%
$1,000,000 +	0.35%

Credit interest

Looking for a way to earn extra income on your idle cash? Look no further than Planner Securities' Credit Interest program.

The best part? Our Credit Interest program is available to all clients, with no additional fees or requirements. Simply maintain a qualifying cash balance and start earning interest today.

To learn more about our Credit Interest program, including eligibility requirements and current interest rates, visit our Plans and Pricing page today.

Cash Balance	Rate
$0 - $24,999	0.35%
$25,000 - $99,999	0.35%
$100,000 - $499,999	0.35%
$500,000 - $999,999	0.35%
$1,000,000 +	0.35%

Rates effective as of March 1, 2023

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Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Planner Securities is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice.

Options trading involves risk and is not suitable for all investors. Options trading privileges are subject to Planner Securities’ review and approval. Please review the Characteristics and Risks of Standardized Options brochure before you begin trading options.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. Leveraged and Inverse ETFs may not be suitable for long-term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. A mutual fund or ETF prospectus contains this and other information and can be obtained by emailing trading@plannersecurities.com

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, and contains information on our lending policies, interest charges, and the risks associated with margin accounts.

See our Pricing page for detailed pricing of all security types offered at Planner Securities. All prices listed are subject to change without notice.

Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

This is not an offer or solicitation in any jurisdiction where Planner Securities is not authorized to conduct securities transaction.

System response and access times may vary due to market conditions, system performance, and other factors. Planner Securities LLC and its affiliates do not provide tax advice, and you always should consult your own tax adviser regarding your personal circumstances before taking any action that may have tax consequences.

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