Invest and plan

Investments

Buy and sell stocks, funds and bonds from one brokerage account, and follow your holdings alongside your other accounts.

Stocks and ETFs

Trade individual companies and index funds with market and limit orders.

Mutual funds and bonds

Diversify with managed funds and fixed income.

Portfolio tracking

See holdings, gain and loss, allocation and performance history.

At a glance

Account
Brokerage account
Investments
Stocks, ETFs, mutual funds and bonds
Order types
Market and limit orders
Commission
$0 per trade by default
Tools
Watchlist with price alerts, order history and confirmations
Portfolio
Holdings, gain and loss, allocation and performance history

Place and track orders

Enter market or limit orders, follow a watchlist and review every fill in your order history.

  • Market and limit orders
  • Watchlist with price alerts
  • Order history and confirmations

Build a plan

Combine a brokerage account with retirement accounts and set a target allocation. Rebalance when your mix drifts.

  • Broad market and bond index ETFs
  • Balanced and growth mutual funds
  • Municipal, treasury and corporate bonds

Market and limit orders

A market order buys or sells at the current price. A limit order sets the price you are willing to pay or accept, and fills only if the price reaches it.

  • Market orders fill right away at the current price
  • Limit orders stay open until the price is reached or you cancel
  • Every order appears in your order history

Following what you own and what you want

Your watchlist keeps the investments you care about in one place.

  • Star a security to add it to your watchlist
  • Set price alerts
  • Compare holdings across brokerage and retirement accounts

Start investing

  1. 1

    Open a brokerage account

    Contact us to open an account, then fund it from checking.

  2. 2

    Explore the market pages

    Browse stocks, ETFs, mutual funds and bonds, and star the ones you want to follow.

  3. 3

    Place an order

    Choose a market or limit order and confirm it with your transfer PIN.

  4. 4

    Track your portfolio

    See holdings, gain and loss and allocation in one place.

Frequently asked questions

Quick answers about investments.

How do I place an order?
Open your brokerage account, choose a security and confirm the order with your transfer PIN.
Is there a commission?
Trades carry a $0 commission by default.
Where can I see my holdings?
The portfolio page lists every holding with its value, gain or loss and allocation.
How do I fund my brokerage account?
Add cash from a checking or savings account in online banking. You confirm each transfer with your transfer PIN.
What is a limit order?
A limit order names the price you will accept. It fills only at that price or better.
Is there a commission?
Trades carry a $0 commission by default.

Ready to get started?

Open an account online in about ten minutes, or talk to us first. You will need your address, date of birth and an email address.