INVESTMENT ACCOUNT OPTIONS
Put your hard earned savings to work by opening an investment account.
Learn more about our two most popular investment account options.
Individual Account Features:
A standard brokerage account with only one owner.
Allows for a wide range of trading choices.
This is NOT a tax-advantaged IRA.
When the account owner dies, all assets are passed on to his or her estate.
Joint Account Features:
An account with two or more adult owners.
Each account owner has an undivided interest in the assets.
When one account owner dies, the surviving owner(s) retain(s) the rights to the entire account.
Joint Tenants WROS is not a recognized form of property ownership in Louisiana.
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