How to reset login ID
Securely provide identifying information to reset your login ID.
Read PDF: Reset login ID
How to change my contact information
Keep your contact information up to date. Update your email, phone number, or mailing address.
How to change my name
Big life event? Make sure your name is up to date.
How to lock and unlock my debit card
Follow these steps to help keep your debit card secure.
How to link accounts and transfer money
Fund your account in a few steps with cash or positions from another financial institution.
How to add a trusted contact or beneficiary
Make sure we can reach you if needed, and make sure your wishes are known.
How to check my positions
Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.
How to place a trade
Our All-In-One Trade Ticket® provides easy access to multiple asset types (stocks, ETFs, and options), and lets you place and execute your trades from a single location.
