Setting up an online brokerage account can seem like a daunting task if you've never done it. Even the simplest online accounts have a bit of jargon to navigate, and -- let's face it -- opening up a ...

Your Social Security number or Individual Taxpayer Identification Number. Contact information of your current employer (unless you're retired, unemployed, or a homemaker). Details of your bank account ...

Individual Brokerage: For online trading, instant funding, and cash management. Joint Brokerage: Same as above, except that up to three individuals can manage their finances with it. Individual ...