Account Services

See how optionsXpress simplifies brokerage account services: many account type options, easy account funding, and more.

We're here to simplify the way you manage your investment accounts! Whether you have just one account or several, our account services center provides a convenient way to keep track of your portfolio.

Not sure what type of account you need?

You know you’re ready to get started, but you just don’t know what type of account is best for you. Here's everything you need to know about the accounts we support.

Take charge of the view!

You're in charge with our customizable Overview screen. See your balance, positions, open orders, watch lists – you decide what's important and where it should appear on the page.

Send us your money hassle free!

See how simple it is to fund your account – and how to transfer your account balance free!

Need help keeping track of it all?

View your activity for a specific time frame. Direct connect to your favorite money management software. Find tax preparation assistance. It's all a part of our account management resources.

Get the most from your advisory service!

Use our Xecute^SM auto-trading platform to trade your investment publisher’s recommendations.