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Whether it is planning a successful retirement, taking advantage of tax-deferred investments or developing a comprehensive estate plan, CommerceWest Investment Management offers quality investment selection combined with personal guidance and objective advice. |
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Our NetBanker solution allows our Clients to view balances, checking, savings, money market accounts, loans, lines of credits, and overdraft protection. In addition to these services, you can perform balance transfers, stop payments, make loan payments, and loan transfers. Our system allows you to view check images, and initiate wire transfers. No complicated “Web-portals” to search from, just point and click your way through our site. NetBanker and NetBanker Cash Management will allow you access to all your accounts through our user-friendly website. |
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Our Clients who set a peg balance,
sweep the excess funds so that they earn a higher interest
rate. Funds are kept in a money market mutual fund and have
unlimited withdrawal capabilities. |
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We offer Domestic and/or International
wires through NetBanker (On-Line Banking). |
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We can simplify payroll and Human Resources
functions while maintaining government compliance. In addition
to payroll, we can offer our clients: direct deposit, tax services,
401K, P.C. payroll, on-line HR services, employee benefits,
employee background screening, and HR software. |
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We have the ability to set-up and process
all of your merchant service needs. We can assist in allowing
you the ability to accept credit cards from clients using Visa,
MasterCard, Discover, and American Express. |
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We take the risk out of fraudulent items!
By allowing our clients to upload a list of checks they have
issued to our NetBanker system (On-Line Banking) via a file
compatible with multiple software programs such as Microsoft
Money, Peachtree, and Excel, our clients have the option to
pay or return the reported items. We will deliver each banking
day a Reported Item List that allows the client a limited time
to return unauthorized items. |
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Our service will help simplify clients’
bookkeeping procedures. Client provides CommerceWest Bank “issue”
information on checks they have issued, such as check amount,
and date. At the end of each accounting period, we provide our
client with the status of all checks that have been issued;
including paid, outstanding, exception, stopped, voided and
canceled checks. The previous month’s outstanding checks
are carried forward and the dollar amounts balanced for each
period. This service also helps client increase audit controls
of their checking accounts and helps them authenticate that
a check was issued. |
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