Self Service Trading Account
Manage your investments yourself with our Self Service Trading Account. No need to make a bunch of calls to get it done—do it all online!
Get the freedom to make your own decisions without the assistance of a financial advisor. Access your accounts from the comfort of your own home or office. No need to wait for your statement to check account activity, balances, or market value. You have all the information you need 24 hours a day
You direct your own investment strategy with access to Portfolio Manager, Trading Manager, Market Watch, Quotes, and the News and Research features. It's everything you need!
- Summary
- Access brokerage accounts online with one convenient sign-in
- Check account activity, balance, and market value anytime
- Make fully informed investment decisions fast
- Check order status
- Look up symbols and access quotes
- Create and track 4 model portfolios with up to 20 positions in each
- Manage your investments with access to Portfolio Manager, Market Watch, Quotes, News and Research
- View up to 2 years of account history
- Commission Schedule
