Capitol Securities Account Types

Capitol Securities offers several account types tailored to meet different investment needs and preferences. The main types include:

• Individual Accounts: Suitable for individual investors looking to manage their own investments.
• Joint Accounts: Designed for two or more individuals who want to share investment responsibilities.
• Retirement Accounts: Such as Traditional IRAs, Roth IRAs, and 401(k) plans, which provide tax advantages for retirement savings.
• Custodial Accounts: For minors, allowing adults to manage investments until the child reaches legal age.
• Trust Accounts: Managed by a trustee for the benefit of another party, often used for estate planning.

Each account type may have specific fees and requirements, so it's essential to consult with a financial advisor to choose the best option based on your financial goals.

Capitol Securities Broker Account Opening Process

Opening a broker account with Capitol Securities involves several straightforward steps:

• Choose the Account Type: Decide which type of account suits your investment goals (e.g., individual, joint, retirement, custodial, or trust).

• Complete the Application: Visit the Capitol Securities website and fill out the online application form. You will need to provide personal information, including:

• Name
• Social Security Number
• Address
• Contact Information
• Employment Status and Income

• Submit Identification: You may be required to submit identification documents, such as a driver's license or passport, to comply with regulatory requirements.

• Fund Your Account: After your application is approved, you will need to fund your account. This can typically be done via electronic transfer from your bank account or by mailing a check.

• Review Account Terms: Familiarize yourself with the account terms, including any fees associated with the account type you selected.

• Start Trading: Once your account is funded, you can begin trading and managing your investments through the Capitol Securities platform.

For more detailed information, you may refer to the official Capitol Securities website.