Advisors can provide comprehensive financial planning as well as advice on individual investments. Advisors will be able to offer American Express Brokerage as a tool for their clients, and Brokerage customers will be able to use an online advisor locator to find an advisor in their area. Cash management account. Gold Card charges will be debited from the cash management account monthly. Easy account opening.
Qualified customers can open an account online immediately and begin trading in minutes.
Other features include IRAs, competitive margin lending rates and free dividend re-investment. American Express first introduced an online investing capability, Financial Direct, in 1996. Customers currently using that service will be automatically upgraded to the more comprehensive American Express Brokerage account. To help investors make the most of these features, American Express Brokerage is the only online brokerage that provides comprehensive advice tools and the financial planning and advice expertise of American Express financial advisors. Comprehensive planning assures that our customers consider the impact of their investment strategies on their current financial position, tax situation, insurance needs, retirement plans and estate needs.