Choose one, multiple, or all.
Self-directed investing
- Easy-to-use tools for buying and selling stocks, ETFs, and more
- Resources to build a portfolio, research investments, and discover new ideas
- Tools to help you track performance and plan for your future
Active trading
- Award-winning thinkorswim® platforms
- Extensive library of trader-focused educational resources
- Strategy, platform, and product support from our trade desk
Automated investing
- A diversified portfolio of ETFs built by a robo-advisor
- Daily monitoring and automatic rebalancing
- Optional 1:1 guidance from a CFP® professional
Wealth and investment management solutions
- Comprehensive wealth management with a dedicated advisor backed by an experienced team
- A personalized approach for a competitive fee
- Professionally managed portfolio solutions to meet your specific needs