Middleburg Private Banking
We know that success is earned, which is why we are offering a concierge Middleburg Private banking package to cater to the complex financial needs of high net worth individuals and families. With qualifying aggregate balances of $100,000 or greater in deposit, investment* and retirement accounts, Middleburg Private clients benefit from the availability and guidance of a personal point of contact, the Middleburg Private banker, who is committed to delivering a superior client experience through their direct efforts and coordination with specialistcolleagues to address needs with banking, mortgage and wealth services*.
Market-Leading Privileges of Middleburg Private Include:
- Premium rates on exclusive checking and money market accounts as well as certificates of deposit.
- Specialized financing services, including lines of credit secured by marketable securities, featuring preferred pricing.
- Fee-free use of any ATM in the world with unlimited surcharge refunds on domestic ATMs.
- Family members may qualify for checking accounts with no minimum balance requirements.
- No overdraft fees.
- No domestic or foreign wire fees (if wire is in foreign currency).
- No fee for personal checks (select styles).
- No fee for official checks.
- No fee for stop payments.
- No fee Medallion signature guarantee or notary service.
- Free 3x5 safe deposit box; 25% discount on larger boxes (subject to availability).
- Free online banking, bill pay and mobile banking.
- No fee consultation with a wealth advisor*.
*Non-deposit investment products and wealth services offered through Middleburg Investment Group or Access Capital Management are not FDIC-insured, are not guaranteed and may lose value. Listed Middleburg Private benefits apply only to transactions in Middleburg Private accounts. Standard fees apply to related accounts.