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Brokerage Accounts

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  • Individual Brokerage Accounts

    An individual brokerage account has the name of one, and only one, account owner attached.

  • Joint Brokerage Accounts

    A joint brokerage account is shared by two or more individuals. Joint brokerage accounts are most commonly held by spouses, but are also opened between family members, such as a parent and child, or two individuals with mutual financial goals, such as business partners.


Our Brokerage service offerings are built on sound advice and execution

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Margin Trading

When you trade on margin, you can get access to cash by borrowing against securities in your account, up to 50% of what you have.

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Options trading

An option is a contract to buy or sell a specific underlying asset (such as a stock or ETF), at a specified price, within a specified timeframe. While options can potentially help you protect your portfolio, generate income, or speculate on the market, there are also some risks to consider, and approval is required before you can take advantage of this account feature

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Brokerage Services

We are committed to partnering with our customers to grow wealth
  • Powerful Trading Platforms

    Fully automated brokerage service platforms

    Use our web, software, and mobile platforms designed for trading.

  • Streamlined process for margin trading and securities lending

Frequently Asked Questions

All your questions answered

  • What is a brokerage account?

    A brokerage account is an arrangement between you and a licensed brokerage firm. Once your account is set up, you can deposit funds and place investment orders through the brokerage account, and the transactions will be carried out on your behalf. You have the freedom to invest in whatever you choose—stocks, bonds, mutual funds, and more—as you own all the assets in your brokerage account.

  • What is the difference between a margin account and a cash account?

Brokerage Services

If you have money set aside and are trying to find the best way to manage it, a brokerage account may be a good option for you. Learn about the types of brokerage accounts and how you can start investing.

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