Account Types

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Account Types for Professionals

Choose from the following choices:

Available Account Types

	Standard Brokerage Accounts A Standard Brokerage account is a general investing account that helps you build and manage a diversified portfolio. Standard Brokerage accounts can be individual, joint, custodial, investment club, trust or business accounts.
	UGMA/UTMA Accounts An UGMA/UTMA account is a brokerage account that allows you to invest on behalf of a minor. Funds can be used for any expense the child incurs, including education. The child assumes ownership of the account, at a designated age, with a portion of withdrawals taxed at their rate.
	Retirement Accounts Information on starting and maintaining a retirement plan, including what kinds of plans there are, how they work, and the benefits of having a retirement plan.
	Coverdell Accounts A Coverdell Education Savings Account (ESA) is an account created as an incentive to help parents and students save for education expenses.

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