Trading Accounts

Many clients at Broad open self-directed accounts in order to take their retirement further with real estate and other alternative assets. However, that doesn’t mean that standard investment products (like stocks and bonds) are no longer an option. Just the opposite in fact. Many popular stock trading platforms can be accessed with the LLC of a self-directed IRA or with the Trust of a Solo 401(k). If you’re interested in making stocks a part of your self-directed portfolio, please see the links below for more information.

If you have a self-directed IRA:

ETRADE – Available for Trusts and Multi-member LLCs

• To open an account, click HERE

Interactive Brokers – Available for Trusts

• To open an account, click HERE

TradeStation – Available for Trusts, Single-member/Multi-member LLCs

• To open an account, click HERE
• Cryptocurrency also available

Vanguard

• To open an account, click HERE
• Note: Vanguard offers Checkwriting. Minimum check amount is $250.

If you have a self-directed Solo 401(k):

Charles Schwab

• To open an account, click HERE

ETRADE

• To open an account, click HERE

Fidelity

• To open an account, click HERE