Obtain real-time quotes. Place orders to buy and sell stocks and mutual funds. Settle trades automatically through a sweep account that you can set up at the credit union. View portfolio holdings, balance, order status, history and account profile. Develop and track model portfolios.
Representatives are also licensed insurance representatives.
Similar products to those offered through the Representatives may be purchased from an agent, licensed representative of broker of your choice. Learning about your credit history can help you understand how lenders rate credit risk. This in turn may help you avoid making mistakes that would impact your purchase of a dream house or car.