Your ShareBuilder Account

How do I update my address?

If you need to change your home address please follow these instructions to get started:

  1. Sign in at www.sharebuilder.com
  2. Go to Accounts > Overview > Profile & Settings > Personal Info (Sign In required)
  3. Select Edit in the 'Your Information' section
  4. Enter or update your home address in the fields provided, then click Save

Tip: You can also edit your mailing address from this page, or you can add a mailing address by checking the Enter a separate mailing address box.

Updating your home address will update the address for all your ShareBuilder Accounts.

Tip (part two): Incorrect contact information may result in your ShareBuilder Account being restricted from trading. If your home address changes in the future, be sure to update this information promptly.

I don't get mail at home—can I provide a mailing address?

If you have a mailing address that's different than your home address, we've got you covered. Just add a mailing address during the account setup by checking the Enter a separate mailing address box on the 'Contact Information' page. Then, you will be shown additional fields to store this information.

To add or edit a mailing address after your account is open, please follow these instructions:

  1. Sign in at www.sharebuilder.com
  2. Go to Accounts > Overview > Profile & Settings > Personal Info (Sign In required)
  3. Select Edit in the 'Your Information' section
  4. Check the Enter a separate mailing address box to expose these fields (if entering a new mailing address)
  5. Enter or update your mailing address in the fields provided, then click Save

Updating your mailing address will update the address for all of your ShareBuilder Accounts.

Tip: Incorrect contact information may result in your ShareBuilder Account being restricted from trading. If your mailing address changes in the future, be sure to update this information promptly.

How do I update my email address?

The main way we get a hold of our faithful investors is through email, so keeping your email address up-to-date is appreciated.

So, to update your email address, please follow these instructions:

  1. Sign in at www.sharebuilder.com
  2. Go to Accounts > Overview > Profile & Settings > Personal Info (Sign In required)
  3. Select Edit in the 'Email' section of `Your Information'
  4. Enter your updated email address in the fields provided, then click Save

Updating your email address will update the information for all of your ShareBuilder Accounts.

Tip: Incorrect contact information may result in your ShareBuilder Account being restricted from trading (which isn't fun). If your email address changes in the future, be sure to update this information promptly.

How do I change my password?

Frequent password changes are a great way to help keep your account safe. Just follow the steps below to get started:

  1. Sign In to ShareBuilder.com
  2. Go to Accounts > Overview > Profile & Settings > Account Profile
  3. In the security settings section of the page, select change password

When creating a password, please keep the following requirements in mind:

  • It must be between 6 and 25 characters long
  • It must contain a mix of letters and numbers. Special characters (for example, @,#,$,%) are not allowed
  • It is case sensitive. You will need to enter the exact cases of the letters you used to set up your password
  • It cannot contain your first name, last name, or username
  • It cannot be a password you have used previously

How do I change the checking or savings account on file with ShareBuilder?

Changing your checking or savings account takes about as long as brewing a cup of coffee. Check out the instructions below.

  1. Sign in to www.sharebuilder.com (our favorite website)
  2. Go to Accounts > Transfer Money > Manage Bank Accounts
  3. Find the bank account you want to update and click the Change link next to it
  4. Enter the new information for your bank account and click Next
  5. Verify your account information and authorize the change by entering the last four digits of your Social Security number
  6. Click the Submit button

Tip: We could bore you with legal jargon, but we aren't that cruel. Instead we just wanted to let you know the funds request deadline is 5:00pm (ET) for funds to be available on the next business day.

How do I view my account's transaction history?

To find a detailed history of all the transactions in your account (buys, sells, dividends, etc), please follow the instructions below: navigate to Accounts > Transaction History (sign in required). In addition, you can download this information into Quicken or Excel (CSV).

The default setting lets you see all the activity for the past 7 days, but you can change the settings to fit your specific needs:

Time Period

You can choose either the pre-defined Time Period or choose a Custom Date range.

Tip: When selecting Custom Dates, you can only view one year at a time, but the 'From' date can be set to a date as early as December 1, 1999.

Date Range

When you select a pre-defined date, the 'from' and 'to' dates automatically pop up. You can either use the pre-defined date, or edit it to create your own custom date range.

Transactions

The Transaction list lets you filter the types of transactions you'd like to look at within your account. For example, You can filter the list to show only your Automatic Investing Plan trades.

  • All Transactions – All account transactions for a specific time period will show up.
  • All Trades – All buys and sells in your account, regardless of the type of security, gets displayed.
    • Automatic Investments – Only shows buy orders you've made through the Automatic Investing Plan.
    • Buys (Trade Now) – Let's you see buys transactions of stocks and ETF's.
    • Sells (Trade Now) – Let's you see sell transactions of stocks and ETF's.
    • Mutual Fund Trades – Shows activity for mutual fund buys and sells.
    • Options Trades – Includes all buys and sells of options contracts
  • Funds Transfer – All cash transfers in-and-out of your ShareBuilder account.
    • Deposits – Any cash you put into your ShareBuilder account (deposits from checking account, wire transfers, etc) show up in this filter.
    • Withdrawals – Cash you take out of your ShareBuilder account (withdrawals to checking or savings account, etc) shows up here.
  • Dividends – If you've received any type of dividend in your ShareBuilder account, it shows up here.

Tip: All transactions are ordered by Date.

If you want to look at activity in another one of your ShareBuilder accounts, use the 'Switch Accounts' box (linked accounts only).

How do I view my trade confirmations?

It's always good to check the details of your buys and sells. Click on Trade > Trade Confirmations (sign in required) to check out your recent trade confirmations.

When you view confirmations, the default display period is for the Current Month. You can view older trade confirmations by selecting Last Month or Year to Date from the 'Time Period' menu.

Once you have found the trade confirmation you want to review, click View to open the confirmation in a new browser window. To print your trade confirmation, go to your browser's File menu and select Print.

Tip: Trade confirmations are only available online. To view your statements, please follow the directions below.

How do I view my account statements?

The good news? Your recent account statements are available online (in either year-end or monthly form). You can view a list of your account statements by clicking on Accounts > Statements > Statements (sign in required).

Statements show every action that occurred in your ShareBuilder Account during the previous month, or the previous year. In January of each year, we consolidate the previous year's monthly statements into a single year-end statement. These statements contain the same information as your regular monthly statements, formatted to make the information easy to find and read.

Tip: Depending on the number of transactions you've completed, the year-end statements may take longer to load (so this is a good time to stretch your typing fingers).

To open a statement, locate the month or year you want to review in the list of available files. Click the name of the statement to open it in a new browser window that is formatted for printing. To print your trade confirmation, go to your browser's File menu and select Print.

Tip: To keep trading and account costs to a minimum, we do not mail out hard copies of account statements. Please print all confirmations and monthly statements for your records. We provide three years of statements online.

How do I change my email subscription preferences?

It may cost you in the long run, but you can opt out of receiving our money-saving promotions and product updates by changing your email subscription preferences:

  1. Just click on Accounts > Overview > Profile & Settings > Personal Info (sign in required)
  2. Click Edit in the 'Email Preferences' section
  3. Select the Yes or No radio button, depending on your subscription preferences, and then click Save

Tip: Even if you unsubscribe from receiving products updates and promotional offers, important communications concerning your account (confirmation, tax, and other regulatory notices) will still be sent as required.

How do I close my ShareBuilder Account?

You can leave your account open and inactive if you wish to stop investing for a while. Then, when you're ready to dip back into the market, you can sign in to your ShareBuilder account and get started again.

To suspend your account for the time being and let it ride as you have it now, you can switch off your Automatic Investment Plan, cancel any recurring deposits and, if enrolled in the Advantage Pricing Program, you can unsubscribe, but you will not be able to sign up for the Advantage Pricing Program in the future.

Tip: If you want to fully close your ShareBuilder account (and don't plan on making any future investments) go to the Accounts tab, then Overview, then Forms & Applications. Under Make account changes, look for Close an account and select Complete online.