About : Account Features
 
 
 

More value for your money.

Self-Advisory Accounts can: Invest in stocks, options, and mutual funds. Get free quotes, breaking news, charts, and analysis plus high-powered portfolio management, and screening tools. Plan for retirement. Save with commissions starting at , and low margin rates. Get free checking and earn daily interest between investments.

Low minimum initial deposit
Open a cash account with as little as $1,000 and trade stocks, mutual funds, and options. Or open a margin account with $2,000 and borrow against your marginable securities as well. The initial deposit can be met with cash, securities, or any combination of the two. And it's easy to transfer accounts to from other firms. Certain conditions may apply.

High-quality trade executions
Orders are routed to markets and market makers based on their ability to provide rapid and high-quality executions. Market orders placed when the markets are open are typically executed and confirmed electronically in seconds.

A wide range of account types and free IRAs
We offer a variety of accounts to meet your investment needs, including IRAs with low annual custodial fees. You pay no set up fees, so more of your money works for you. Choose from:

Account Types Retirement Accounts
Individual   Traditional IRA
Joint   Roth IRA
Custodial   Rollover IRA
Investment Club   SEP-IRA
Business   Education IRA
Trust, Estate, Conservatorship    
 
Powerful cash management features
 Your uninvested cash automatically earns daily interest in one of six money market funds. You get low minimum checkwriting capabilities.

We've got your assets covered
 Pershing, LLC (Pershing) acts as clearing broker on behalf of , carries your account and acts as custodian for all funds and securities deposited by you. Securities offered through Customer accounts are protected by the Securities Investor Protection Corporation (SIPC) (www.sipc.org). SIPC provides protection up to $500,000, of which no more than $100,000 can be claims for cash. SIPC coverage does not protect against market risk.

*See complete ' target='helpframe'>fee schedule.



Copyright © 1999-2008 All rights reserved.
Member FINRA/SIPC.    Version 1.0