Individual Account
A standard account for one person.
Brokerage Accounts
A brokerage account gives you the flexibility to access your investments whenever you need them. Whether you’re focused on building long-term wealth or preparing for upcoming expenses, it offers the freedom to manage your money on your own terms.
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What Can You Do With A Brokerage Account?
You can use your brokerage account to gain access to stocks and other types of investments. Opening a brokerage account is one of the first steps to building your personal investment portfolio.
- Buy and sell stocks, mutual funds, ETFs, and other securities.
- Take advantage of potential long-term growth.
- Set aside money for your retirement, or other goals like college tuition or a down payment.
- Gain access to investment research, tools, and strategies.
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Types of Brokerage Accounts
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Joint Account
A shared account between two people or more.
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Cash Account
You invest only the money you deposit - safer for beginners.
How to Use My Brokerage Account
A brokerage account isn’t just for retirement savings—it’s a flexible tool that adapts to your goals. While many investors use it to build a nest egg for the future, you can also access your funds anytime for shorter-term plans, like buying a home, planning a wedding, or tackling a major renovation.
With a brokerage account, you can:
- Trade Stocks
- Invest for the Long Term
- Save for Retirement
- Fund Other Personal Goals
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Ready to Start Planning?
Whether you're a seasoned investor or just starting out, we give you the tools, insights, and flexibility to grow your wealth—your way
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