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.
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Ally Invest
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Charles Schwab
*More tutorials and videos available after account is established
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E-Trade
Scroll down to: “How do I place a stock trade” watch the video.
*More tutorials and videos available after account is established
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Fidelity Investments
*More tutorials and videos available after account is established
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Firsttrade
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Interactive Brokers
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Robinhood
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SoFi Active Investing