Wealth Management

Transfer Your Investments

Get up to $2,000 *1

 

Investment Account options

  • Transfer your account from a brokerage or Wealth Management Institution.
  • Open a new Investment account with MBT from funds on deposit from any bank.

Retirement Account Options

  • Transfer your IRA or 401k (see below) account from a brokerage or Wealth Management Institution.
  • Open a new IRA account with MBT from funds on deposit from any bank. 

401 (k) options

A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. Options include:

  • Roll-over to an IRA; or
  • Leave your money in your former employer's plan, if permitted; or
  • Roll-over the assets to your new employer's plan, if one is available and roll-overs are permitted; or
  • Cash out the account value.

2 Qualifications

  • Open a new qualifying account by June 30, 2017.
  • Fund it with new money within 30 days of opening.

Your bonus will be credited after maintaining your qualifying deposit for at least 90 days.

 

Learn More   SCHEDULE A MEETING    

or call 800-321-0032 for more information.

* This offer is for new and existing MBT clients, U.S. residents age 18 and older, who make a qualifying deposit into an MBT Investment Services or MBT Wealth Management account with new money, not currently invested with MBT Wealth Management or MBT Investment Services. Limit one offer per client. MBT may modify or withdraw this offer at any time. Other restrictions may apply. Fund an account within 30 days with funds originating from outside MBT Wealth Management or MBT Investment Services. You must maintain the net deposit amount (less market losses, if any) in your account at MBT for at least 90 days. The net deposit calculation for the cash bonus will be calculated and the cash bonus will be credited to your MBT deposit account after the 90 day qualifying period. For purposes of this offer, qualifying balance shall mean total incoming assets or transfers (including cash, securities and/or margin debit balance transfers) from external accounts, minus assets withdrawn or transferred out of the account within the 90-day holding period. Other fees may apply. You must maintain the net deposit amount (less any market losses) at MBT for at least one year or MBT may charge back the cash bonus. This offering of cash rewards and/or other thing of value may not be used as an inducement to sell any kind of insurance, including life insurance or annuities. Eligible IRAs limited to Rollover, Traditional, Roth and Sole-Proprietor SEP IRAs only. This offer does not apply to ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, education savings accounts, Annuity, 529, Trust, Simple IRA, Business/Corporate Accounts, Conservator, Executor, Guardian, Investment Club, LLC, Professional Association or Corporation, Partnership, Sole Proprietorship, Investment Club Accounts, Partnership Accounts, life insurance and certain fiduciary accounts held with MBT. The value of this reward you receive may constitute taxable income. Any taxes relating to this Offer are your sole responsibility. All cash bonuses deposited into taxable accounts will appear on your consolidated Form 1099 for the year in which the bonus was paid.
1. Net deposits of $1 Million or more will receive $2,000 cash bonus; $500,000 - $999,999 will receive $500 cash bonus; $300,000-$499,999 will receive $300 cash bonus. The value of the bonus may not exceed $2,000 per client.
2. Net deposits of $100,000 - $299,999 will receive $100 gift card and $50,000 to $99,999 will receive $50 gift card.

This offer is made available at the discretion of Monroe Bank & Trust. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Monroe Bank & Trust, MBT Wealth Management and MBT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, Ohio.

Choose an account type