Integrated Asset is proud to offer clients access to the Sage Scholars tuition rewards program.  Earn guaranteed scholarships - up to one full year's tuition - at 280+ participating private colleges and universities through the SAGE Scholars Tuition Rewards Program. By saving or investing with one or more of our financial partners, you will earn annual Tuition Rewards based on the value of your eligible investments. Each Tuition Reward point is equal to a $1.00 guaranteed minimum scholarship at any of our member schools. The maximum scholarship varies by college - but currently is over $40,000! Enroll your family members - children, grandchildren, stepchildren, nieces, nephews, etc. - from birth until August 31 of the year they start 11th grade. All this at no cost to you!  Contact Paul Eichman to enroll or visit www.tuitionrewards.com

Charles Schwab Institutional Login

Integrated Asset requires that clients (other than certain retirement plans) establish brokerage accounts with the Schwab Institutional division of Charles Schwab & Co., a registered broker-dealer, member SIPC, to maintain custody of clients' assets and to effect trades for their accounts.  Integrated Asset is independently owned and not affiliated with Schwab.  Schwab provides Integrated Asset with access to its institutional trading and custody services, not available to Schwab retail investors

 

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
 Headquartered at 18 Corporate Woods Blvd., Abany, NY 12211
Investments through PKS or RIA are:
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

www.sipc.org     www.finra.org

 

 

 

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