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We've compiled the questions we hear most frequently from members so you can get the information you need. And if your request isn't covered here, please contact us. We're always happy to help you!
Self-directed investing allows you to make your own investment decisions and manage your portfolio independently. You choose the investments that align with your goals, risk tolerance, and financial strategy while using available tools, research, and resources to guide your decisions.
Our step-by-step video walkthrough shows you how to set up your account, navigate Securityplus Investments, explore the different investment options available, and understand how to set up your investments. Watch our video walkthrough to see how it works.
You can choose guided, hybrid, or fully self-directed investing based on your goals and comfort level.
Guided & Hybrid Investments:
There are no transfer account fees. A 0.50% annual management fee, based on the value of the assets in your account, applies. One-twelfth of the annual fee is deducted from your investment account each month.
Self-Directed Investing:
Self-directed investing is commission-free, with no fees to open or maintain your account and no fees per trade.
There are no transfer account fees. A 0.50% annual management fee, based on the value of the assets in your account, applies. One-twelfth of the annual fee is deducted from your investment account each month.
Self-Directed Investing:
Self-directed investing is commission-free, with no fees to open or maintain your account and no fees per trade.
Yes! You can personalize your portfolio by selecting investment topics and preferences that matter most to you.
Absolutely. You can securely link external bank accounts and investment apps to move funds easily.
Yes. You’ll have access to AI-powered educational insights and portfolio guidance to help support your investing decisions.
Currently, you can fund investment accounts, such as brokerage accounts used to invest in stocks and other securities.
Crypto investing is not currently available, but we look forward to offering this option in the future.
Yes! You’ll have access to extended trading hours for added flexibility and convenience.
Transfer times may vary depending on how the transfer is set up and the financial institution involved. Many transfers are completed quickly, with timing based on the selected transfer method.
