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Products
Hold listed stocks, ETFs, funds, and fixed income in a taxable or retirement account. Each product below is its own desk page.
NYSE, Nasdaq, and other U.S. listed shares.
Open page →Index, sector, international, and bond ETFs.
Open page →NTF list and automatic investment plans.
Open page →Treasuries, corporates, munis, brokered CDs.
Open page →Traditional and Roth on the same blotter.
Open page →Uninvested cash pending the live bank list.
Open page →Investing is the product book: listed stocks, ETFs, mutual funds, bonds and CDs, IRAs, and the cash sweep. Trading, by contrast, is the ticket — order types, options, futures, forex, and margin.
Each card on this page is a full desk page. Open it for hours, costs, and how the order actually prices.
A new client picks an account type at registration and receives an SCG number immediately. Individual brokerage is the taxable default. Joint is two owners. Traditional and Roth IRAs use the same blotter, with retirement rules on top.
The client center shows positions, working orders, cash, and the ticket. Until clearing and venues are connected, those figures are paper. They are there so the desk can be used. They are not live fills, and they are not a reason to send money.
