Accounts and Services API DocumentationReady to get started? Learn How Brokerage Account CustodyBrokerage Account Custody Services . Learn How Commonly Asked Questions How do I get started? Contact us for more information.Click Here to Get Started What type of account can I open? Individual and Joint AccountsRetirement Accounts Organizational and Entity Accounts (LLC, Corporate)Broker to Broker and Institutional Accounts (CMTA and QSR Agreements). All account types are self-directed by the primary owner/s of the accounts.Click for a List of Account Types Available Let Us Know How We Can Help. Send Message