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Frequently Asked Questions

CompassWeb Brokerage

What is CompassWeb Brokerage?
What are the benefits of trading through CompassWeb Brokerage?
What quality of trade executions can I expect?

My New CompassWeb Brokerage Account

How do I access my account for the first time?
How will I know when my account has been opened?
What is my account number?
How do I change my password?
When can I place my first trade?

Opening Different Types of Accounts

What types of accounts can an online investor
open with CompassWeb Brokerage?

How do I open a(n):
Individual Account?
Joint Account?
IRA Account?
Qualified Plan account?
Custodial Account?
Estate or Trust Account?
Corporate or Partnership Account?
Investment Club Account?

What is a:
Transfer on Death Account?
Cash on Hand Account?

Depositing Checks and Securities

How do I deposit cash into my account?
How do I deposit securities into my account?

	Securities and Investment Products are made available through Compass Brokerage, Inc., an affiliate of Compass Bank and member NASD. Securities and Investment Products are not FDIC insured, may lose value and have no bank guarantee.
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