Help Center

IRA's

• Can I transfer my IRA from another brokerage firm?
• What is the difference between a traditional and Roth IRA?
• IRA distrbutions
• Contribution limits
• What types of IRA's are available?

Deposits and Withdrawals

• Account transfers (ACAT's)
• Account Withdrawals
• Funding your account

Investing & Trading

• Trading Limits
• Extended hours trading
• Are all stock trades commission free?
• Fractional share trading
• Dividend reinvestment
• When can I trade?

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Getting Started

• How soon will my account be opened?
• New account requirements
• Account registrations
• Fee Schedule

My Account

• Tax forms
• Importing tax information
• Inactive accounts
• Statements / trade confirmations / tax forms
• What is a trusted contact?
• Account minimums and maintenance fees

Disclosure Library

• What revenue do you share?
• All of Us Rewards Terms & Conditions
• Roth IRA Custodial Account Agreement
• Traditional IRA Custodial Account Agreement
• Securities Use and Risk Disclosure
• Master Customer Agreement

See all 26 articles

Incentives

• $10 Referral rewards program (ended 8/9/21)
• $25 cash incentive offer (ended 8/9/21)
• $10 referral rewards program (ended 7/30/21)
• $25 cash incentive offer (ended 7/30/21)
• Sharpeshooter Challenge (ended 9/30/21)