"Having AFS Brokerage working in the background making sure my business is in compliance has always provided me with a great sense of comfort. It has allowed me to put more time into growing my business and becoming more profitable. I can always count on getting quick and accurate responses from Terry, Marcia and Rene."

Luke M. Hesprich, Registered Representative, AFS Brokerage, Inc. Located at and serving: Hartford Savings Bank Hartford, Wisconsin
 

For customer accounts, AFS Brokerage also provides:

• Robust search tools
• Real-time positions, balances, and transaction history
• Tax lot accounting
• Statements, tax documents, and confirmations -36 months history

Trading and Order Management:

• Trading capabilities - mutual funds, fixed income, and options
• Order Manager - monitor all of the orders and trades
• Activities Blotter - updated daily

Market Data and Research Latest news and market data - streaming information Online research and reports - provided by Reuters

Reporting Extensive online reports - for the rep and customer

Planing tools

Service and Operations

• New Account Setup - Set up new customer accounts online
• Account transfers - Track transfer status from initiation to completion
• Money movement - Track all types of check requests, wire requests, etc
• One-time retirement fund distributions - online and track the status
• Customer service - track through to completion

Many of the tools listed above are also available on-line for your customers. They can access their accounts from anywhere and at any time by just connecting to the Internet.

Come visit us and let us show you the full system. We're sure you will be impressed.