Brokerage Accounts

A brokerage account holds financial assets (securities) such as stocks, bonds, mutual funds, and ETFs, on behalf of an investor. It can have one owner (Individual) or multiple owners (Joint).

A brokerage account holds financial assets (securities) such as stocks, bonds, mutual funds, and ETFs, on behalf of an investor. It can have one owner (Individual) or multiple owners (Joint).

What are you saving for?

A brokerage account holds financial assets (securities) such as stocks, bonds, mutual funds, and ETFs, on behalf of an investor. It can have one owner (Individual) or multiple owners (Joint). It is commonly used to build long-term wealth, or to make large purchases.

Individual

An individual account is a standard brokerage account with only one owner. It allows the owner to trade stocks, bonds, ETFs, and more. You get access to powerful proprietary and third-party research, 24/7 service and support, and advanced trading technologies. You can either trade your own account, or have your account fully managed by us.

Joint

A joint account is a brokerage account shared between two or more individuals. It can be established in multiple ways, each with its own implications. Investors have two different options when opening a joint account:

  • A Joint Tenants with Rights of Survivorship (JTWROS) account, which has two or more account owners, with each person having an undivided interest in the entire property.
  • A Tenants in Common (TIC) account, which has two or more account owners with each person owning a specified percentage of the entire property.

Next Steps

If you know which brokerage account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

What are you saving for?

A brokerage account holds financial assets (securities) such as stocks, bonds, mutual funds, and ETFs, on behalf of an investor. It can have one owner (Individual) or multiple owners (Joint). It is commonly used to build long-term wealth, or to make large purchases.

Individual

An individual account is a standard brokerage account with only one owner. It allows the owner to trade stocks, bonds, ETFs, and more. You get access to powerful proprietary and third-party research, 24/7 service and support, and advanced trading technologies. You can either trade your own account, or have your account fully managed by us.

Joint

A joint account is a brokerage account shared between two or more individuals. It can be established in multiple ways, each with its own implications. Investors have two different options when opening a joint account:

  • A Joint Tenants with Rights of Survivorship (JTWROS) account, which has two or more account owners, with each person having an undivided interest in the entire property.
  • A Tenants in Common (TIC) account, which has two or more account owners with each person owning a specified percentage of the entire property.

Next Steps

If you know which brokerage account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.
Overview

What are you saving for?

A brokerage account holds financial assets (securities) such as stocks, bonds, mutual funds, and ETFs, on behalf of an investor. It can have one owner (Individual) or multiple owners (Joint). It is commonly used to build long-term wealth, or to make large purchases.
Individual

Individual

An individual account is a standard brokerage account with only one owner. It allows the owner to trade stocks, bonds, ETFs, and more. You get access to powerful proprietary and third-party research, 24/7 service and support, and advanced trading technologies. You can either trade your own account, or have your account fully managed by us.
Joint

Joint

A joint account is a brokerage account shared between two or more individuals. It can be established in multiple ways, each with its own implications. Investors have two different options when opening a joint account:

  • A Joint Tenants with Rights of Survivorship (JTWROS) account, which has two or more account owners, with each person having an undivided interest in the entire property.
  • A Tenants in Common (TIC) account, which has two or more account owners with each person owning a specified percentage of the entire property.

Next Steps

Next Steps

If you know which brokerage account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

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