Open Account (if applicable)

Quick Look

  • New investment account types different from what you already have requires opening a new investment account.
  • You may be able to open that account at the same institution where you already have your other account(s).


<< Make Additional Investments Checklist

New Investment Account Type? New Account.

If you’ve decided to use an investment account type you didn’t previously have, you need to open a new account.

If you have other investment accounts with an existing institution, you can probably open the account there and use your existing user profile and login information (e.g. you already have a 401k with Fidelity or Vanguard but you want to open a new standard “Brokerage Account”).

If not, you’ll want to open a new account with one of the major discount brokerage companies (e.g. Fidelity, Vanguard, TD Ameritrade, E*TRADE, Charles Schwab etc. etc. – we recommend searching the web for a full list of companies and comparison articles).

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