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Accounts & Products
Brokerage
All Brokerage →Investing Basics: StocksInvesting Basics: BondsInvesting Basics: ETFsFirst Steps for New InvestorsCompound Interest, ExplainedETFs vs. Mutual Funds: Which Fits You?
Retirement (IRA)
All Retirement (IRA) →Your Retirement Savings RoadmapRisk Tolerance: Know YourselfCompound Interest, ExplainedFirst Steps for New InvestorsBuild an Emergency Fund FirstHigh-Yield Municipal Bonds: Worth the Risk?
Checking & Savings
All Checking & Savings →First Steps for New InvestorsRisk Tolerance: Know YourselfCompound Interest, ExplainedPortfolio Checkup ToolkitHow Dividends WorkHigh-Yield Municipal Bonds: Worth the Risk?
Education (529)
All Education (529) →Saving for College Without Derailing RetirementYour Retirement Savings RoadmapFirst Steps for New InvestorsCompound Interest, ExplainedRisk Tolerance: Know YourselfWebinar: Building a Core Portfolio
Small Business
All Small Business →Your Retirement Savings RoadmapBuild an Emergency Fund FirstFirst Steps for New InvestorsHow Dividends WorkEstate Planning EssentialsWatch: Placing Your First Trade
Compare Accounts
All Compare Accounts →First Steps for New InvestorsCompound Interest, ExplainedRisk Tolerance: Know YourselfInvesting Basics: ETFsInvesting Basics: StocksWebinar: Building a Core Portfolio

Accounts & Products

Choose the account that fits how you invest, save, and plan.

Why choose this

Built for how you invest

One login, every account

Link brokerage, retirement, banking, and education accounts in a single view.

No account minimums

Start investing with whatever amount fits your goals and budget.

Paperless in minutes

Open and fund accounts online with secure digital documents.

Built-in protection

FDIC-insured bank deposits and SIPC coverage for securities.

Account transfers

Transferring accounts is easier than you think. No, really.

  • Move cash, stocks, ETFs, mutual funds, and more — in kind
  • We handle the paperwork and keep you updated at every step
  • No transfer fees and no account minimums
Start a transfer
Account transfer
How it works

Three easy steps to transfer your accounts

1

Enter account information

Share your account details from your current firm and we'll pull them automatically.

2

Decide what to transfer

Choose the accounts and positions you want to move — cash, stocks, ETFs, or everything.

3

Authorize the transfer

Sign electronically and we handle the paperwork, deadlines, and follow-ups.

Manage your wealth, your way.

Choose one, multiple, or all.

Individual brokerage

Individual brokerage

  • $0 online stock & ETF trades
  • No account minimums
  • Research, screeners & insights included
Learn more →
Retirement accounts (IRAs)

Retirement accounts (IRAs)

  • Traditional, Roth & rollover options
  • Tax advantages that compound
  • Goal-tracking tools included
Learn more →
Checking & savings

Checking & savings

  • FDIC-insured bank deposits
  • Link cash to your brokerage
  • Mobile check deposit
Learn more →
Education & small business

Education & small business

  • 529 plans for education
  • Small business retirement
  • Flexible tax-smart structures
Learn more →
Questions

Frequently asked questions

Will I have to pay taxes on assets I transfer?
A transfer between brokerage firms is generally not a taxable event. Your cost basis and holding period carry over, so you won't owe tax just for moving an account. Selling positions is a separate event and may trigger capital gains.
Are there any fees to open or maintain an account?
No. There are no account minimums and no annual fees on standard brokerage accounts. You'll only see fees for optional services, such as some managed portfolios or regulatory fees on certain trades.
How long does an account transfer take?
Most transfers complete in 5–7 business days once the paperwork is authorized. ACATS transfers are typically faster, and we keep you updated at each step.
Can I hold more than one type of account?
Yes — you can hold brokerage, IRA, checking, savings, and education accounts under a single login and view them together in one dashboard.
Featured

Accounts that grow with you

From your first trade to retirement income — pick the account built for each goal.

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Overview

ADM Stocks provides a complete, self-directed investing platform built around a simple idea: give every investor the tools, research, and support they need to pursue their financial goals. This Accounts & Products page is part of the ADM Stocks platform — explore the tools and resources available to every client.

How it works

Start by opening an account online in minutes. Fund it through a linked bank transfer, then use our web, mobile, or desktop platforms to research securities, place trades, monitor positions, and track your progress over time. Educational resources and planning tools are available at every step.

Key features