Self Directed InvestmentsCustomers can invest in stocks, bonds, ETFs, mutual funds, gold, & cryptocurrencies from their desktop or mobile device.
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Self Directed Investments
The Self Directed Investments Program allows your customers to directly trade and manage their own funds to create an investment portfolio. Meet the demand of existing or new customers looking to access a trading platform from the bank. Our team handles all components of the program including technology, client support, compliance, and program management. The program is free to your bank and generates recurring non-interest income.
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Investment Products
Clients can trade individual stocks, bonds, ETFs, mutual funds, gold, and cryptocurrencies all through a unified platform.
Stocks
All listed U.S. stocks Bonds U.S. government & agency bonds, municipals, corporate ETFs All listed ETFs |
Mutual Funds
18,000+ no transaction fee funds Gold Spot gold with the option for physical delivery Cryptocurrencies Bitcoin, Bitcoin Cash, Ethereum, and Litecoin |
Program Features
Our platform provides a powerful suite of tools for clients who want to make their own investment decisions.
Fractional Share TradingWith fractional share trading, clients can invest in a diversified portfolio of assets regardless of the account size.
Digital OnboardingClients can digitally open and fund their investment account via our secure desktop or mobile app.
Research & InsightsClients are given access to dozens of premium market research tools and news providers at no extra cost.
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Client PortalOur easy-to-use web and mobile application allows your customers to check quotes, place trades, see account balances, run reports, and manage their accounts.
Account TypesClients may open a variety of accounts including: Individual, Joint, or Retirement accounts.
SupportAs always, support is provide as part of our program management to help your bank succeed. Support for client investment accounts is provided at no cost. Learn more about program support on our program management page.
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View a Demo of the Client Experience |