Transactional Brokerage Accounts

What Is A Transactional Brokerage Account?

 

A transactional brokerage account is a flexible investment option that allows you to buy and sell securities, such as stocks, bonds, mutual funds, and ETFs, while paying on a per-transaction basis. This type of account is ideal for investors who prefer to take an active role in managing their portfolios and make investment decisions independently. With a transactional brokerage account, you only pay for the trades you execute, giving you the freedom to build and adjust your portfolio as you see fit. This approach is well-suited for those seeking cost efficiency and control over their investment strategies.

Key Features

Pay-Per-Trade Model

You only pay when you make a trade, rather than an ongoing asset-based fee.

Wide Range of Investment Options

Access stocks, bonds, mutual funds, ETFs, and other securities.

Self-Directed Investing

You make your own investment decisions, with the option to seek advice when needed.

Transparent Pricing

Clear commission structure for each type of transaction.

How It Works

Open an account with us and deposit funds.

Work with one of our advisors to select investments that align with your goals.

Pay a commission for each executed trade.

Monitor and manage your portfolio as you see fit.

Investment Products

Stocks

Bonds

Mutual Funds

Exchange-Traded Funds (ETF’s)

Certificates of Deposits (CD’s)

Unit Investment Trusts

Private Placements

Alternative Investments

Treasuries

Some Of Our Partners

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