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Easy Access to Your Investments

The H&R Block Financial Advisors Premium Account is available for investors who seek flexibility, convenience and personalized service. It also provides you with easy access to your investments.

The VISA Gold ATM/Check Card
Our VISA Gold ATM/Check Card gives you instant access to cash at over 44,000 PLUS Systems automatic teller machines (ATMs) worldwide. And you can make purchases anywhere VISA is accepted. Every transaction - whether cash or card purchases - will be listed on one monthly statement.

Plus there's an added bonus. You can receive a one percent rebate on your VISA Gold purchases or earn air travel miles, which can be redeemed at any airline you choose. If you do not enroll in our Airline Miles Program, you'll automatically receive the one percent rebate on your VISA Gold purchases.

Unlimited Check Writing
The cash management features of the Premium Account provide you with convenient access to your money, credit interest or available margin balances. You can write as many checks as you like with no minimum amounts and order additional checks by phone whenever you need them.

Direct Deposits, Systematic Withdrawals
When you have your payroll, social security or pension checks deposited directly into your Premium Account, you begin earning interest immediately. In addition, your account can be customized with automatic investment and systematic withdrawal options.

Banking By Phone or Online
You can access your account online or by phone 24 hours a day, seven days a week. Using a touch-tone telephone, call 1-866-295-7912 to:
  • Obtain your account balance and yield price information.
  • Review your transaction history.
  • Order checks.
Is a Premium Account right for you? Contact your H&R Block Financial Advisor for more information today!
Don't yet have an advisor? Visit our office locator to find an advisor near you or call 1-866-295-7912.
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