Our experts are available at (800) 395-5200 or Schedule A Call

(800) 395-5200 or Schedule A Call

Contact a Self-Directed Expert. Schedule A Call or Leave A Message

Contact a Self-Directed Expert.
Schedule A Call or Leave a Message

Trading Accounts

You can apply online here.

Trading Accounts 2018-08-27T09:36:56+00:00

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.

Important! When you are ready to open a trading account, please speak to your Broad Specialist. He/she will guide you through the process and insure that all of your forms are filled out properly. Not all brokerages are familiar with self-directed accounts and it pays to have the expert guidance of a Specialist in your account set-up.

If you have a self-directed IRA:

TD Ameritrade

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

TD Ameritrade

Vanguard

Fidelity

Charles Schwab


Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

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