
Open your first brokerage account, choose from cash and retirement accounts, compare traditional vs Roth IRAs, rollover and SEP-IRAs, and complete the setup steps.
Fund your new brokerage account by transferring funds from an external bank via a S.H. transfer, then make a S.H. deposit, avoiding wires for speed.
Place your first trade by buying an ETF like the S&P 500 ETF within your budget. Understand market and limit orders and the $7 commission before submitting.
Organize investments across multiple accounts and track diversification and asset allocation. Rebalance by selling winners and reallocating to other accounts to maintain target diversification.
Our Investing 101 Course is designed to help people who’ve never invested before get started investing. We will literally hold your hand and walk you through every step of the process, from figuring out your objectives, to actually placing the trade, to what you need to do after you invest.
The course is a combination of text and video, with step-by-step videos that show you how to do everything.
What you’ll learn:
By the time you’re finished going through the course, you’ll have a much better understanding of the stock market, how investments work, and you’ll hopefully feel comfortable making your own investments going forward.