Wealth Money Market

Wealth Money Market

Who should consider this account?

This account is designed for individuals with a significant relationship with Pinnacle. An experienced financial advisor will partner with you on the journey to protect, grow and distribute wealth by customizing solutions for your unique needs and goals.

What does the account include?

What transactions are limited?

You are limited to six "third-party" transactions per month ($5 fee for debits in excess of limits). This includes:

  • Checks, point-of-sale (POS) transactions or debit card purchases
  • Automatic transfers to another deposit account at Pinnacle
  • Automatic transfers to a third party or another institution
  • Telephone transfers through Pinnacle Anytime and transactions initiated by phone call, fax or email through a Pinnacle associate
  • Online banking transfers and transactions through bill pay services

What is the account maintenance fee?

The $15 monthly service fee is waived with a total of $750,000 in liquid assets held at Pinnacle. Liquid assets include combined deposit accounts and/or accounts with Pinnacle Asset Management, Pinnacle Wealth Advisors and/or Trust & Investment Services)2,3

1 Your wireless provider may charge for data usage. Please consult with your provider to determine what these charges will be. Mobile deposit includes transaction and monthly limits. Some restrictions may apply; see a Pinnacle associate for more details.

2 The Wealth Money Market account owner names(s) must match the owner name(s) on accounts participating in Pinnacle Asset Management and/or Pinnacle Wealth Advisor accounts. The Wealth Money Market account owner name(s) must match the beneficiary and/or trustee name of accounts participating in Trust & Investment The accounts in Pinnacle Asset Management, Pinnacle Wealth Advisors and/or Trust & Investment Services must total or have a combined total of at least $750,000 in order to qualify. This is for deposit balance only; loans under Pinnacle Asset Management are excluded.

3 Investment advisory services may be provided by Raymond James Financial Services Advisors, Inc. Member FINRA/SIPC. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are:

Not FDIC insured Not bank guaranteed May lose value
Not guaranteed by any government agency Not a bank deposit

What else should you consider?