Brokerage: Account selection

Choose brokerage account type

Let's get started. Open your brokerage account in a few easy steps.

Just for youYou will be the individual account holder.

You and someone elseYou and another person will be joint account holders.

For a minorYou will manage the custodial account for the child.

Important information about procedures for opening a new account:

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you:

When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also utilize a third-party information provider for verification purposes and/or ask for a copy of your driver's license or other identifying documents.