Follow these easy steps to get started now:
Step 1: Identify your investing style
It’s important to understand what kind of investor you are and the services you’ll need.
Step 2: Open your account
When you open a brokerage account, you have the option of registering it as an individual or joint account – with one or more other owners (eg: a spouse or partner). You can also register a brokerage account in the name of another entity (eg: a trust or estate).
Step 3: Fund your account
Ways to fund your brokerage account:
- Electronic funds transfer (EFT)
- Transfer assets from another firm