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Minimum Requirements 

View Other Potential Fees


For Brokerage Accounts Held at Place Trade

The following minimums are required to open and/or maintain an account:


No Deposit/Equity Balance


No Monthly Inactivity Fees

Please Note:

The requirements on this page are for brokerage accounts only.

If you wish to invest in mutual funds, in an investment company account (which is different from a brokerage account - yes, you may also invest in mutual funds in your brokerage account), you may begin with as little as $100 per month in an automatic investment account. It is super easy to get started! Please call us at 919-719-7200 for more details.

If you require special connections (please call us at 919-719-7200 for more information. (Special Connections are just that, for special situations. We have all of the advanced trading tools and award-winning technology to meet the needs of even the most sophisticated investors and institutions. However, unless you have a special situation all you really need is your own mobile phone, iPad, tablet or computer to start trading like a pro today!)

Accounts with zero balances will eventually be closed. However, a closed account may often be reopened within a year of its closure. Please call us at 919-719-7200 so we can help you to get your account reopened today.


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Stock Commissions


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All investing involves risk, including the possible loss of principal and there can be no assurance that any investment strategy will be successful.