Financial Advisors

Accounts

 
Make Your Money Work Harder

The H&R Block Financial Advisors Premium Account is available for investors who seek flexibility, convenience and personalized service. It also provides you with an opportunity to make your money work harder for you.

A Variety of Account Options
You can choose from 15 different taxable or tax-exempt money market funds of a H&R Block Financial Advisors Insured Deposit Account.

Since your cash dividends, interest, deposits and transaction proceeds will be invested automatically, you can increase your earnings by allowing this money to compound and grow.

Or if you'd like, you can enroll in our credit interest program. This program allows you to earn interest on balances over $100. The choice is yours

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Margin line of credit
A margin line of credit will protect your account from overdrafts. If you have a margin line of credit, you may access the available credit line in your margin account by simply writing a check or using your VISA Gold ATM/Check Card. Margin accounts are not suitable for all investors and entail risk. Talk with your advisor to determine if a margin account is appropriate for you.

Don't yet have an advisor? Visit our office locator to find an advisor near you or call 1-866-295-7912.

Contact H&R BLOCK Financial Advisors for a free financial review.

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