Wealth Management relationship
One Relationship, Great Benefits
Your Wealth Management relationship works harder for you. Once you’re enrolled, a custom combination of banking benefits is applied automatically across the accounts you already use, so the advice you get and the way you bank work together.
wealth mangement benefits
Perks You Deserve
- Free consultation with a Wealth Management Solutions advisor to build your plan.**
- Preferred interest rate on CDs and money market investment accounts.
- Unlimited check writing, plus two free check orders.
- Free debit Mastercard® with all ATM fees waived.
- A 0.50% loan discount on auto, RV, boat, and personal loans with automatic payment.1
- No official check fees, wire transfer fees, or stop payment fees.
- Free Bill Pay, plus 24/7 online and mobile banking.2
- No closing costs or mortgage tax on new Home Equity Lines of Credit.3
- An $850 closing cost credit on new residential mortgages.4
We Are Here to Help.
Have a question about accounts, loans, digital banking, or the right next step?
Our team is ready to help you get where you need to go.
Our Wealth Management Team
Frequently Asked Questions
It’s an exclusive bundle of banking perks – preferred rates, fee waivers, and account benefits – you receive automatically as part of your Wealth Management relationship with BSNB. It’s designed to work alongside the personalized advice you already get from your Wealth Management Solutions advisor.
You qualify with a Wealth Management investment account of $350,000 or more, or by maintaining an average collected balance of $10,000 or more in a Wealth Management Checking account.
No. Investments held through Wealth Management Solutions are not FDIC insured, are not bank deposits, and may lose value. Your everyday banking benefits, like your checking account, remain covered by standard FDIC deposit insurance limits.
There’s no separate enrollment fee. Wealth Management Benefits are included automatically once you meet the balance requirement, and several of the perks, like waived ATM and wire fees, save you money you’d otherwise pay.
Schedule a free consultation with a member of the Wealth Management Solutions team. They’ll review your accounts, confirm your eligibility, and apply your benefits package as part of building your wealth management plan.
*A Wealth Management investment account of at least $350,000 and a Wealth Management Checking account with a minimum average collected balance of $10,000 is required to receive additional banking benefits. ** Investments are not FDIC insured. 1All loans subject to application and credit approval. 2 There is no monthly service fee for Bill Pay. The first 20 transactions a month are free, each item thereafter is $.75. 3 No closing costs or mortgage tax on Home Equity Lines of Credit for lines less than $250,000. If your line is cancelled within 3 years from the closing date, the amount of closing costs and mortgage tax that we pay at closing will be added to your payoff amount. 4 Offer valid on new-to-BSNB residential mortgage loans only. At closing you will be given an $850 credit toward your closing costs.
Savings Accounts
A BSNB savings account gives you a safe, FDIC-insured place to build your financial cushion – whether you’re saving for an emergency, a down payment, or something in the future.
- Multiple savings account options to match your goals
- Competitive interest rates – your money earns while it sits
- FDIC-insured up to applicable limits
- Easy transfers between your BSNB checking and savings accounts
- Access your balance 24/7 through Online and Mobile Banking
Go Further With BSNB
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| No Bank Guarantee | Not FDIC Insured | Not a Deposit | Not Insured By Any Federal Government Agency | May Lose Value Including Loss of Principal |




