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Customer Service

Broker Assisted Account

Account Description


Make your own investment decisions, but allow us to process the trades for you.

Account Types


The first step to establishing a brokerage account is to determine which account best suits your investment choices and goals. Once you have chosen which kind of account to open, simply download the application, complete it and return it by mail. The five basic types of accounts are listed below:

Don't see the type of account you wish to open? Give us a call at 800.842.9999 for further assistance.

Investment Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Options
  • Brokered CDs

Minimum Initial Investment


None

Account Resources

  • Online statements, tax documents and trade confirmations
  • Planning calculators
  • View Morningstar® mutual fund ratings
  • Stock analyst research

Pricing

Transaction-based commissions. Commissions and Fees

Account Access

  • Access your account online 24/7.
  • Call us at 800.842.9999 for phone assistance.

How to Apply

  • Call 800.842.9999
  • Apply by mail

Investment Products Offered Through UMB Financial Services, Inc. Member FINRA, SIPC
Not FDIC Insured • May Lose Value • No Bank Guarantee