Invested Capital Account Types

　　Invested Capital offers several types of brokerage accounts tailored to various investor needs. The primary account types include:

• 　　Standard Brokerage Account: This is a flexible, taxable account that allows investors to buy and sell a wide range of securities, including stocks, bonds, and mutual funds. There are no contribution limits, and investors can withdraw funds at any time.

• 　　Retirement Accounts: Invested Capital provides options such as Traditional IRAs and Roth IRAs. These accounts offer tax advantages for retirement savings, with specific contribution limits. For instance, the maximum contribution for an IRA is $6,000 ($7,000 if you are 50 or older) for the year 2024.

• 　　Margin Accounts: These accounts allow investors to borrow money from the brokerage to purchase securities, increasing their buying power. However, margin trading carries higher risks and requires careful management.

• 　　Custodial Accounts: Designed for minors, these accounts are managed by an adult until the child reaches the age of majority. They can hold various assets, providing a way to save for a child's future.

  　　

　　

Invested Capital Broker Account Opening Process

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

• 　　Select the Account Type: Determine which type of account (Standard, Retirement, Margin, Custodial) suits your investment goals.

• 　　Complete the Application: Fill out the online application form. You will need to provide personal information, including your Social Security number, contact details, and employment information.

• 　　Fund Your Account: After your application is approved, you will need to deposit funds to start trading. This can often be done through an electronic transfer from your bank account or by mailing a check.

• 　　Choose Your Investments: Once your account is funded, you can begin selecting investments that align with your financial goals. Invested Capital provides various tools and resources to assist you in making informed decisions.

• 　　Account Management: Regularly monitor your account and adjust your investment strategy as needed. Utilize available research and educational resources to enhance your investing knowledge.

　　By following these steps, you can successfully open and manage your brokerage account with Invested Capital.