How do I fund my account?
Your account can be funded in several ways as noted below:
• By check
• By incoming Fed wire
• Account Transfer
• Online Checks
Who do I make my check payable to?
All checks should be made payable to our clearing firm Sterne Agee Clearing.
Checks can be mailed to our offices: 2101 NW Corporate Blvd, Suite 402, Boca Raton, FL 33431
Incoming Fed Wire
• Wire funds as follows (domestic wires only)
o Regions Bank, Operations Center, 201 Milan Pkwy, Birmingham, AL 35211.
o ABA# 062005690 for credit to Sterne Agee & Leach, 813 Shades Creek Pkwy, Suite 100B, Birmingham, AL 35209
o Account # 01416448,
o FBO Your Name & Account #
• Coin or currency
• Foreign instruments
• Money orders
• Domestic drafts
• Checks that have been double endorsed (checks with more than one signature on the back)
• Checks from minors
• Stale-dated checks (over three-months old)
• Post dated checks
• Any checks from federal, state or local government entities
• Travelers checks
• Credit-card checks
• Cashier’s Checks
Availability of funds
When you deposit funds into your account, these funds are immediately available for use in effecting a transaction; however, these funds cannot be withdrawn for a period of ten business days. Please refer to the Fee Schedule for more information relating to returned checks and the associated charges.
Please note that your account number should always be noted on any submission of funds to CBG Financial Group or our clearing firm Sterne Agee Clearing. If this information is omitted, there could be a delay in processing your deposit.
Withdrawing funds from your account
Please contact your Account Executive or any member of their team to make a request to have funds sent to you by check. If your need is more urgent, requiring funds to be wired, you must submit this request in writing signed by all parties on the account.
Your request must contain the following information:
• Bank name and address
• Bank ABA#
• Account name where funds are being wired to (this must correspond with your account here at CBG Financial Group)
• Account #
• Amount to be wired
How do you protect my personal information?
How do I access my account online?
See Forms Library
Where is the Fee Schedule?
See Forms Library