Investment One Account Type

　　Investment One offers several types of accounts to meet the diverse needs of investors. The main account types include:

• 　　Standard Brokerage Account: This account allows investors to buy and sell a variety of securities such as stocks, bonds, and mutual funds. It is a flexible option without specific contribution limits but does not provide tax advantages.

• 　　Retirement Accounts: Investment One provides options for retirement savings, including Individual Retirement Accounts (IRAs) which offer tax benefits and are designed for long-term growth.

• 　　Custodial Accounts for Minors: These accounts are set up for minors, allowing adults to manage investments on their behalf until they reach the age of majority.

• 　　Education Accounts: Investment One also offers accounts aimed at saving for educational expenses, such as 529 plans.

  　　

　　

Investment One Broker Account Opening Process

　　Opening an account with Investment One is a straightforward process that can be completed online. Here are the steps to follow:

• 　　Visit the Website: Go to the Investment One account opening page at Investment One.

• 　　Select Account Type: Choose the type of account you wish to open from the available options.

• 　　Provide Personal Information: Fill out the application form with your personal details, including your customer number, email address, and phone number.

• 　　Fund Your Account: You can fund your account using an Interswitch powered debit card or a Verve card. Deposits can also be made via bank transfer to Investment One's designated accounts.

• 　　Review and Confirm: Check your information for accuracy on the confirmation page and proceed to submit your application.

• 　　Receive Confirmation: After your application is processed, you will receive a confirmation and further instructions regarding your account setup.

　　By following these steps, you can easily open an account with Investment One and begin your investment journey.