Expand Brokerage Account Types

　　Expand offers a variety of brokerage account types to cater to different investor needs. The primary types include:

• 　　Standard Brokerage Account: This account allows you to buy and sell a wide range of investments such as stocks, bonds, and ETFs without contribution limits or early withdrawal penalties. It's ideal for those looking for flexibility in their investment choices.

• 　　Retirement Accounts: Expand provides options for tax-advantaged accounts such as Traditional IRAs and Roth IRAs. These accounts have specific tax benefits and contribution limits, making them suitable for long-term retirement savings.

• 　　Margin Accounts: For investors looking to leverage their investments, Expand offers margin accounts, allowing you to borrow money against your investments to buy more securities. This can amplify gains but also increases risks.

• 　　Joint Accounts: If you're looking to pool investments with another person, Expand offers joint accounts, which can simplify management and estate planning.

  　　

　　

Expand Broker Account Opening Process

　　Opening a brokerage account with Expand is a straightforward process that can typically be completed in a few steps:

• 　　Select the Account Type: Determine which type of account suits your investment goals—standard, retirement, margin, or joint.

• 　　Complete the Application: Fill out the online application form, providing necessary personal information such as your Social Security number, employment details, and financial status.

• 　　Fund Your Account: After account approval, you can fund it via electronic transfer from your bank, wire transfer, or by mailing a check. Some accounts may have minimum deposit requirements, while others allow you to start with little or no initial investment.

• 　　Start Investing: Once your account is funded, you can begin buying and selling securities through Expand's trading platform.