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What makes ShareBuilder unique? |
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How does Automatic Investing work? |
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How much does it cost? |
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What kind of account can I open? |
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How do I fund my account to buy stock? |
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How do I get started? |
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What makes ShareBuilder unique?
ShareBuilder is an online brokerage designed to make investing easy, affordable and accessible for both beginning and experienced investors. We take a long-term approach and seek to help investors build wealth over time.
With the ShareBuilder Plan, you can invest regularly through automatic investments, allowing you to buy partial shares of stocks and accumulate your investments over time. To complement your investing strategies, you can use Real-time Trades to buy and sell stocks immediately during market hours. |
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How does Automatic Investing work?
With a ShareBuilder Automatic Investing Plan you can:
• Invest any dollar amount on Tuesdays exclusively online
• Schedule investments on a weekly or monthly basis
• Select from our list of over 5,000 stocks and ETFs
Investment and funding instructions can be edited up to 2pm PT on the Monday before your
purchase. Real-time Trade fees apply to all sales.
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How much does it cost?
ShareBuilder offers a range of investment programs to suit every type of investor on any budget.
From our Basic program with no subscriptions fees and only $4 per automatic investment to our Advantage program with 20 automatic investments included and discounted Real-time Trades for a small $20 monthly subscription fee - ShareBuilder has something for everyone.
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Automatic Investments |
Real-time
Market Trades |
Subscription Fee |
| Basic |
$4
per investment |
$15.95
per market order |
None |
| Standard |
$2
per investment
6 included
per month |
$14.95
per market order |
$12
per month |
| Advantage |
$1
per investment
20 included
per month |
$11.95
per market order |
$20
per month |
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¹ For complete pricing information, see the full fee schedule.
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What kind of account can I open?
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Whether you're planning for retirement, your children's college education, or a new home, ShareBuilder offers you the convenience and flexibility to set up an investment account that fits all of your needs. |
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To fit your personal goals:
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| • | Individual Account - just for you |
| • | Joint Account - for you and someone else |
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To help set goals for a child or grandchild:
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| • | Education Savings Account (Coverdell ESA) - investing solely for a child's educational expenses |
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| • | Custodial Account - an account in your name on behalf of a minor |
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To plan retirement goals:
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| • | Traditional or Rollover IRA - retirement investing with opportunities for tax deductions |
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| • | Roth or Conversion IRA - retirement investing with tax-free growth potential |
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How do I fund my account to buy stock?
How do I fund my account?
The easiest method to fund a ShareBuilder Account is through automated, no-fee electronic funds transfers from a checking or savings account. You can also fund your ShareBuilder Account through payroll deductions, or by simply mailing a check or wiring money. |
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How do I buy stock?
With ShareBuilder, there are 2 ways to buy stocks: |
The ShareBuilder Plan - for Automatic Investing
| • | Buy stocks in dollar amounts automatically |
| • | Schedule monthly or weekly investments |
| • | Automatic investments help you build your portfolio over time |
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| Real-time Trades
| • | Buy or sell stocks in share amounts real-time |
| • | Execute market orders in seconds during market hours |
| • | Real-time Trades enable you to act immediately on investment decisions |
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How do I get started?
1. Set up a ShareBuilder Account
This is a brokerage account that allows you to use ShareBuilder through which you can buy and sell stocks.
2. Select an Investing Program
To establish pricing preferences for automatic investing and Real-time Trades.
3. Set up a ShareBuilder Plan for automatic investing
Choose which stocks and the dollar amount you'd like to invest in on a weekly or monthly basis. Establish a recurring automatic transfer of funds from your checking or savings account or payroll deposit. ShareBuilder will automatically invest according to your instructions.
4. Fund your ShareBuilder Account for Real-time Trading
Set up a no-fee electronic transfer of funds from your checking or savings account, wire money or mail us a check. Then enter your real-time trade order instructions.
Did you know?
For a faster setup of your ShareBuilder Account, have this information handy:
- Your Social Security number
- Name and address of your employer
- Credit card or checking/savings account information
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