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Products & Services
For almost 50 years, H&R Block has created innovative products and services to meet our clients' needs. No matter how simple or sophisticated our clients' investment planning and financial needs may be, H&R Block Financial Advisors offers products and services to help clients of all income levels pursue their financial objectives more effectively and give our financial advisors a competitive edge in the financial market.

Products and Services include:
  • Premium Account
  • Cash Management Features
  • Premier Advisory Account
  • Smart Solutions® Account
  • Mutual Funds
  • Fixed Income Securities
  • Insurance and Annuities
  • Professionally Managed Accounts (PMA)
  • BISYS & AnnuityNet
  • Householding & cost basis available with statements
  • E-Documents
  • Online Account Services
  • BondDesk