Premier Advisory Account
It’s your money. It’s your choice.
Growing and managing your assets is a priority. And it requires an investment solution
that’s simple to manage while offering advanced features to address the complex
financial objectives you face.
The H&R Block Financial Advisors Premier Advisory Account is a fee-based investment
advisory account that offers the benefits of a consolidated investment account with
cash management features. It provides the control and flexibility you need to manage
your investments and simple administration so you can take advantage of the resources
that best fit you.
Premier Advisory Account Benefits
ADVICE
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Investment guidance and planning
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Tax preparation and advice
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Access to a team of professionals through your financial advisor
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Financial market and securities research
FLEXIBILITY
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Optional cash management features, including a daily sweep to your money market fund, unlimited check writing, and a one percent cash rebate on VISA purchases
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Quarterly performance reports to track your investments
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Convenient access to your account online or by phone
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Easy to understand fee structure
CHOICES
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Make decisions about when and how to invest with advice from your financial advisor
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Choose from a wide range of investments, including equities, fixed income, mutual funds and Unit Investment Trusts (UITs)
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Select the cash management features and account options best suited to your needs
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Trade through your financial advisor, by phone or online
Professional Tax Preparation
H&R Block offers you tax-based investment planning advice to gain control over
your entire financial picture. You have access to a tax professional who can offer
recommendations for year-round tax saving strategies and prepare your tax return.
As a Premier Advisory client, you can benefit from some level of complimentary tax
preparation. Our tax professionals can handle even the most sophisticated and complex
returns and can show you how you may take advantage of recent tax law changes.
Experience the Difference
As your investment planning partner, your H&R Block financial advisor will work
with your H&R Block tax professional to ensure your investment plan and tax
strategies are working together to maximize your savings, minimize your tax burden
and make the most of your assets. Ask your H&R Block financial advisor or call
our Investor Center at 1-866-295-7912 to find out how a Premier Advisory Account
might fit into your overall investment strategy.
All Premier Advisory Accounts are eligible for some level of complimentary tax preparation.
Consult the Client Guide and Investor's Account Agreement and your financial advisor
for detailed information.
H&R Block Financial Advisors Inc. is a registered investment advisor. Investment services and securities products offered through H&R Block Financial Advisors Inc., member NYSE/SIPC, a registered broker-dealer and subsidiary of H&R Block Inc. Tax services offered through subsidiaries of H&R Block Services Inc. H&R Block Inc. and H&R Block Services Inc. are not registered broker-dealers.
H&R Block Financial Advisors Inc. is a registered investment advisor. Investment services and securities products offered through H&R Block Financial Advisors Inc., member NYSE/SIPC, a registered broker-dealer and subsidiary of H&R Block Inc. Tax services offered through subsidiaries of H&R Block Services Inc. H&R Block Inc. and H&R Block Services Inc. are not registered broker-dealers.