Individual and joint brokerage accounts

A personal brokerage account for individual traders with only one account owner.

This account has two account owners. If one account owner passes away, the remaining account owner succeeds to the rights of the entire account.

This account has two account owners with each person owning 50 percent of the account. If one account owner passes away, that person’s portion of the account is transferred to his or her beneficiaries.

Custodial account types are established for a minor and managed by a guardian on the minor’s behalf.