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Open a Brokerage Account Online

Expand your investment choices with stocks, bonds, options, ETFs, and more.

What You'll Need to Open a Brokerage Account
Check Select Your Sweep Fund and Account Type   Check Gather the Following Information
  • Select a sweep account fund that meets your investment needs (need help?)
  • Determine the type of Brokerage account you wish to open (e.g., individual account, Traditional IRA)
  
  • Social Security number
  • Date of birth
  • Residential address
  • Beneficiaries' names, dates of birth, and Social Security numbers 
  • Banking information (account number and ABA routing number)