Investments
Products & Services
For almost 50 years, H&R Block has created innovative products and services to
meet our clients' needs. No matter how simple or sophisticated our clients'
investment planning and financial needs may be, H&R Block Financial Advisors offers
products and services to help clients of all income levels pursue their financial
objectives more effectively and give our financial advisors a competitive edge in
the financial market.
Products & Services include:
- Premium Account
- Cash Management Features
- Premier Advisory Account
- Smart Solutions® Account
- Mutual Funds
- Fixed Income Securities
- Insurance and Annuities
- Professionally Managed Accounts (PMA)
- BISYS & AnnuityNet
- Householding & cost basis available with statements
- E-Documents
- Online Account Services
- BondDesk