How It Works
Open a Preferred Platinum Checking account with $1,000 or more to establish your Preferred Banking relationship. Then, maintain $250,000 in qualifying personal and investment account balances with City National®.4
Who We Serve
Your Preferred Team
- Relationship Manager
- Financial Advisor
- Trust Advisor
- Business Banker
Access the power of Preferred.
Enter your information and a member of our team will contact you to begin a Preferred Banking relationship.
1. Loans and lines are subject to credit and property review and approval. Additional terms and conditions apply. Not all applicants will qualify. Home equity lines of credit are not available in Texas.
2. Clients who have a Preferred Platinum Checking Account and have a Brokerage Account with CNS qualify for commission-free online equity trades for the first 25 online trades of $5 or more per share in each 12-month period beginning when the new commission status is assigned except as follows: (a) online equity trades in excess of 5,000 shares, which are part of the first 25 trades in a 12-month period are charged .01 per share on the entire order; and, (b) online trades less than $5 per share are subject to CNS' standard commission rates as set forth in the CNS Commission & Transaction Fee Schedule. Online trades in excess of 25 commission free trades in a 12-month period and broker assisted trades are subject to standard CNS commissions. Available only for online equity trades, including stock and exchange traded funds (ETF) trades. Standard brokerage fees apply for all other transactions, including option trading, mutual fund transactions, account transfer and processing, account maintenance, account termination, and IRA custodial accounts transactions. Offer available to one CNS Brokerage Account associated with each Preferred Platinum Checking Account. CNS reserves the right to change or suspend this program at any time.
3. New Preferred Banking clients with new balances of over $1,000,000 invested in a CNS Advisory Program with City National Securities (CNS), qualify for a 10% discount.
4. To enjoy all the benefits of being a Preferred Banking client, a minimum of $250,000 in qualifying deposit, wealth management and loan accounts must be maintained. If the Qualifying Balance is not met in any month after the Qualifying Period, a Monthly Program Fee will be assessed to the Preferred Platinum Checking Account each month until termination of enrollment in Preferred Banking. See the applicable Fee Schedule or City National Preferred Banking Disclosure for details. For a list of qualifying accounts, other program rules and specific balance requirements, please refer to the City National Preferred Banking Disclosure, which is available on request. All accounts are subject to the terms and conditions of City National’s Account Agreement and Disclosures and applicable Fee Schedule.
The securities advisory program is offered through City National Rochdale, an affiliated SEC registered investment advisor.