A Personal Investing Account may also be held as a Joint Account. Joint Accounts are standard taxable brokerage accounts, which may be used by up to 3 people.
This general investment account can facilitate a diversified portfolio -- Mutual Funds, Stocks, Bonds, ETF's, and many other securities are allowed.
Additionally, this type of account is eligible for Margin Borrowing / Margin Trading features and Options Trading capabilities. Certain risks and fees apply; additional services may be subject to approval.
No contribution limits. No withdrawal limits. No income limits to participate.
Accounts may be held in Individual(s) Names, Trusts, or in a Business Name. Ordinarily, joint accounts are held in either JTWROS (Joint Tenants with Rights of Survivorship) or JTIC (Joint Tenants in Common).
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Getting Started doing business with Us is an Easy 2-step process…
Step 1: Enter some basic information on the 'Contact Us' page.
Step 2: Complete a 10-minute telephone interview to discuss your financial situation, time-frame, goals and objectives; with no obligation, we'll answer any questions you may have, and go from there.