Accounts for Individuals and Families

INDIVIDUAL

An individual account lets you invest in everything from stocks and bonds to mutual funds, ETFs, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $100,000 Managed; $5,000 Prime and Self-Directed
Available Account Structures Managed, Prime, Self-Directed
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

JOINT

A joint account lets two or more individuals invest in stocks, bonds, mutual funds, ETF’s, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $5,000
Available Account Structures Managed, Prime, Self-Directed
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

CUSTODIAL

Invest on behalf of a child with this taxable account. The funds can be used for any expenses, including education.

Account Minimum $5,000
Available Account Structures Managed, Prime, Self-Directed
Fees Learn more about Fees and Commissions
Important Information Learn more about College Planning

TRUST

Trust and estate accounts are useful for administering assets that are subject to trust or estate terms. Estate accounts are set up to administer a person’s estate after death. Trust accounts hold assets until they are used on behalf of family members or other beneficiaries.

Account Minimum $5,000
Available Account Structures Managed, Prime, Self-Directed
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

RETIREMENT

Please select a retirement account type to learn more.

Traditional

Traditional Inherited

ROTH IRA

ROTH IRA Inherited

SEP IRA

SEP IRA Inherited

Rollover IRA

Individual and Family Accounts