INDIVIDUAL & JOINT

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Our individual and joint accounts are our most popular.


Individual

A personal brokerage account for individual traders with only one account owner.

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Joint with Right of Survivorship

This account has two account owners. If one account owner passes away, the remaining account owner succeeds to the rights of the entire account

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Joint Tenants in Common

This account has two or up to three account owners with each person owning a specified percentage of the account. If one account owner passes away, that person’s portion of the account is transferred to his or her beneficiaries.

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Custodial

Custodial account types are established for a minor and managed by a guardian on the minor’s behalf.

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