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Reserve by Broadway

<h2>An exclusive banking experience.</h2>

Your assets work most efficiently when you develop a financial plan that accounts for your current circumstances and your long-term goals. As you build your legacy, consider the benefits of taking a comprehensive approach to your banking and wealth management needs. Reserve by Broadway is an exclusive banking experience designed for individuals who have relationships with both Private Banking and Wealth Management.

Learn more about our collaborative approach to help you build and protect your legacy.

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A team focused on helping you.

A team of Broadway Bank wealth advisors

Wealth Advisor

Your advisor will collaborate with your wealth team and private banker to provide comprehensive guidance across all your assets.

Portfolio Manager

Your portfolio manager will develop an investment strategy that matches your risk tolerance to help you reach your financial goals.

Private Banker

Your dedicated banker will provide resources to help you navigate both your personal and business banking needs.

Business Solutions

Your private banker will collaborate with our business or commercial banking teams to identify the business solutions which will help you reach your goals.

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As a Reserve by Broadway member, you will have access to our exclusive personal banking experience that offers relationship pricing for certificates of deposit, checking and money market products. You will have access to our award-winning digital banking platform to manage your everyday banking needs anytime, anywhere.

To qualify as a member, the individual must have relationships with both Private Banking and Wealth Management and maintain $1 million in combined balances (deposits, investments and personal loans). 1

Members have access to:

  • Reserve by Broadway Checking and Money Market Accounts
  • Discounts on safe deposit box rentals2
  • Preferred rates on certificates of deposit 3
  • Our highest limits when sending money through Zelle®4
  • Higher daily limits for deposits made with your mobile device using our digital platform

Become a Member Today
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Everyday Banking

Elevate your everyday banking with our exclusive products for members of Reserve by Broadway. With a Reserve by Broadway Checking or Money Market account you will benefit from:

  • No monthly maintenance fee
  • No minimum balance requirements
  • No charge international, domestic, incoming and outgoing wire transfers5
  • No fees for cashier's checks, stop payment services, and overdrafts5
  • No Broadway Bank ATM or Out-of-Network ATM fees and other bank's ATM fees will be reimbursed6

To learn about the all of the benefits associated with these exclusive products, contact our Private Banking team.

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Lending Solutions

Your team will create unique lending solutions to meet your personal and business needs. As a member of Reserve by Broadway, you will have access to:

  • Discounted auto loan rates for the purchase of luxury or exotic vehicles
  • Private Bank lines of credit with preferred rates, flexible terms and additional benefits—ask your private banker for details.
  • Residential mortgage loan options with no processing or underwriting fees on select mortgage products8
  • Rate discount on Home Equity loans and Home Equity lines of credit.

To learn about our customized lending solutions7 and additional lending benefits contact our Private Banking team.

Become a Member Today

You've established your legacy. Let us help you grow it.

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With a strong and knowledgeable team, you can accomplish your financial goals. Our highly experienced wealth advisors are impeccably credentialed and held to the highest fiduciary standard. We designed our fee structure to provide clients with exceptional service at highly competitive rates.

With Reserve by Broadway, you will have access to:

  • A dedicated advisor to manage assets and long-term planning through life milestones or unexpected financial shifts
  • A portfolio manager to provide guidance and asset selection based on your risk tolerance, cash flow needs and overall financial goals
  • Specialty advisors to manage oil, gas and mineral interests and real estate assets

Elevate Your Experience

Individual Attention

With a single point of contact, you’ll get the prompt personal service from a team of experts, each working together to accomplish your financial and personal goals.

Customized Solutions

Your needs aren’t the same as everyone else’s….because you are unique. Our private bankers get to know you personally and professionally to tailor precise financial strategies.

Standing Strong

Success lies between knowing you have the personal touch of a small bank paired with the expertise of a Wall Street titan. As one of the region’s largest and strongest independent banks you get the best of both.

1 Account holder must have an active relationship with both Broadway Wealth Management and Private Banking along with a minimum combined balance of $1,000,000 in consumer deposits, assets under management, investments and/or loans. 2The annual rent will be discounted by the current rate for a 2x5 Safe Deposit Box. The contents of your safe deposit box are not insured by FDIC, any government agency or this bank. 3Regular Certificate of Deposit has a minimum opening balance of $1,000 and Jumbo Certificate of Deposit has a minimum opening balance of $90,000. 4Higher transaction limits available upon request. Transactions typically occur in minutes when the recipient’s email address or U.S. mobile number is already enrolled with Zelle. Must have a bank account in the U.S. to use Zelle. In order to send payment requests or split payment requests to a U.S. mobile number, the mobile number must already be enrolled with Zelle® 5Please refer to our Reserve by Broadway Checking and Money Market fee schedule for additional information about fees and charges. 6Excludes transfer fees and international service fees. Withdrawal and inquiry fees will be reimbursed on consumer accounts. 7All loans subject to credit approval, verification and collateral evaluation. Terms and conditions are subject to change without notice. Lending area and other restrictions apply. 8Ask your banker for details. Member FDIC.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

Investments are:
Not FDIC insured
Not guaranteed by the bank
Not a deposit
Not insured by a federal government agency
May lose value


Personal Banking

Everything you’d expect from a modern bank, but locally sourced and personally delivered.

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Business Banking

Financial solutions unique to your business.

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Commercial Banking

Let our local expertise guide your growth.

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Wealth Management

Let us help you grow your legacy.

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Private Banking

Customized lending solutions and a dedicated banker.

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Broadway Wealth Solutions, Inc.

Build and retain your wealth.

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Insight Digital

Take control of your financial future.

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