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Internet

Account Description

Invest independently and build your portfolio with robust tools and resources.

Account Features

  • Able to add internet access at any time
  • Able to manage own portfolio online

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 account types are:

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
  • Fixed Income
  • Mutual Funds
  • Options
  • Brokered CDs

Account Resources

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

Pricing


Your base commission will reflect the Internet and Mobile Application price structure if you place your trade(s) online.  You will still be subject to the Per Share/Contract Charge.  Please refer to the Commissions and Fees schedules for pricing.


 

How to Apply

  • By Mail:
    P.O. Box 419232
    Kansas City, MO 64179-0037
  • By Overnight Delivery:
    928 Grand Blvd, 6th Floor, MS 1010602
    Kansas City, MO 64106
  • Call 800.842.9999
Investment Products Offered Through UMB Financial Services, Inc.
Member FINRA, SIPC
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE

 



Minimum Initial Investment


Cost of purchases.

You will automatically receive half off of the stated transaction-based commissions.


Commissions and Fees

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Online Banking

Pay your bills online. It saves you time and money.

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Security and Privacy

Protect yourself with these safety tips.