Client Access vs ChoiceOne Treasury Management

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

ChoiceOne Treasury Management Solutions offer sophisticated solutions for small, mid-sized and large business customers. These advances include industry-leading technology to support customers’ needs for high-speed convenience and best-in-class financial solutions. The Treasury Management platform provides a robust, flexible, and scalable cash management solution that is delivered with the convenience and accessibility required in today's on-demand environment. It is feature-rich and user-friendly to help all businesses monitor their day-to-day cash flows as well as manage their long-term financial health and security. Access to payment reports and approvals are highly customizable, and reporting filters give users the flexibility to generate tailored reports that can be saved and flagged as favorites. Highlights of Advanced Treasury Management Solutions: • Wide array of payment options such as one-time and recurring account transfers • Domestic and international wire originations, ACH originations and file uploads • Customizable payment reports and approvals • Tailored reports that can be generated, saved and flagged as favorites • Industry's highest security standards