A comprehensive online financial planning tool will be available in the coming weeks. Investors who use the tool will have a deeper understanding of their overall financial needs and will be able to ask smarter investment questions and make better investment choices. An online equity evaluation tool that evaluates stocks to determine if they are a good fit for an investor's overall portfolio based on the investor's goals and risk tolerance. Access to American Express financial advisors. Clients can choose to work with an American Express financial advisor to get whatever level of advice and help they need.
Advisors can provide comprehensive financial planning as well as advice on individual investments.
Advisors are able to offer American Express Brokerage as a tool for their clients, and Brokerage customers can use an online advisor locator to find an advisor in their area. A choice of close to 2,000 mutual funds. These include funds from many well-known fund families, as well as the American Express index funds. Free electronic bill payment, unlimited check writing and an American Express Gold Card. Gold Card charges will be debited from the cash management account monthly.