Before you get started, make sure to have a check or your bank’s information on hand.
Please note: Some accounts, including most employer-sponsored retirement plans, are not eligible for online purchases.
- Go to Your Portfolio.
- Click Edit your profile.
- Click Set up next to "Bank information (for online investing)."
- Complete the 2-step process.
Once you’ve submitted your information, you can purchase shares immediately using your linked account(s).