When you make your own investing decisions, you want your financial services
firm to provide you with the tools, resources, knowledge and expertise to help you pursue your financial goals.
Pricing - Look for price breaks or other perks for
transferring multiple brokerage accounts, and look for competitive trading commissions.
Research and Insights - You may need ready access to research, information, insights and
expertise from your brokerage firm, and access to respected third-party sources too.
Tools and Resources - Look for easy-to-use planning and performance tools that can help you
choose investments and manage your portfolio.
Investment Choices - Access to a wide array of investment choices is important, and
helps you keep your portfolio diversified1 as your investment goals, appetite for risk and the markets change over time.