Flagship Cash Management & Lending includes exclusive savings and bonuses, identity protection, and enhanced services.

  • Unlimited ATM Fee Rebates Worldwide
  • Access your cash through any ATM in the MasterCard®, Maestro®, or STAR® Network and receive unlimited rebates of third-party ATM service fees.
  • Identity Protection including Fraud Resolution Assistance, $1M Identity Theft Insurance, & ChildSecure®
  • No Foreign Transaction Fees for Debit Card Transactions
  • Debit Card with Chip & PIN security
  • Online Bill Pay and Electronic Movement of Funds
  • Up to $2,7500,000 additional FDIC Coverage through the Bank Deposit Sweep Program

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Securities Financing

If you have stocks that are attractive in the securities lending market, our custodian will borrow the stocks from you, and deposit collateral into your account. When your stock is loaned out, you will see the fee rate that you are being paid on the loan along with the exact management fee you pay. You are still the owner of the stock, which means you continue to have market risk and will recognize any profit (or any loss) if the stock price moves.

  • To qualify, a client’s household must have and maintain a minimum of $1,000,000 in eligible assets and liabilities or have paid at least $10,000 in managed fees/commissions. For more information about qualifying for Reserved status, contact your Galleon Financial Advisor.