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Investments and Retirement Planning

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Brokerage Accounts Overview Harris Brokerage Account Annuities College Savings Account Market Linked Certificate of Deposits (CDs)
 

Brokerage Accounts

Harris Brokerage Account
A traditional full-service brokerage account which gives the ability to invest in a broad range of securities, ideal for clients who want advice but prefer to pay for service through commissions.


Annuities
Build assets for your retirement with fixed and variable annuities.


College Savings Account
Identify college funding alternatives and develop a plan with one of our Financial Advisors.

To learn more about investment advice and guidance, call us at 1-877-225-3863 or email us.

If your account is a brokerage account and not an advisory account, we are required to provide you with the following statement: "Your account is a brokerage account and not an advisory account. Our interests may not always be the same as yours. Please ask Harris questions to make sure you understand your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to act in your best interest. We are paid both by you and, sometimes, by people who compensate us based on what you buy. Therefore, our profits, and our salesperson’s compensation, may vary by product and over time. If you have any questions regarding the differences between brokerage and advisory accounts, or any other questions, please contact your Harris Financial Advisor or call Harris Investor Services at 1-877-225-3863."

Member FINRA/SIPC





 
 

Harris® is a trade name used by Harris N.A. and its affiliates. Member FDIC.

Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. Please review the privacy and security policies of web sites reached through links from Harris web sites.

Brokerage products offered through Harris Investor Services, Inc. registered broker/dealer, member FINRA/SIPC , SEC-registered investment adviser. Insurance and annuities offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliates of Harris N.A. and its banking subsidiaries. Products offered are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A.does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.