Trading Account Procedures

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Online Account Setup & Transfers

Think 2 Retire has no affiliation to any brokerage or trading firm. The financial firm used by subscribers to hold their accounts is completely up to them. However, we would suggest using a firm that you feel comfortable with.

Some of the important attributes a subscriber may use to select a firm to hold use are:

  • Easy to navigate website and trading platform
  • Availability of phone support
  • Low or no fee/commission trading
  • Hardcopy or digital statement and trade confirmations

To aid in selecting a firm, Think 2 Retire wants to make everything as easy and pain-free as possible. That's why we've put together links and phone numbers for several major trading companies to show you how to open an online trading account or make trades/transfers.