Discount Brokerage Services

If you're the type of investor who already knows where and how to invest your assets, our Discount Brokerage services can give you access to the resources you need to execute your plans. You can establish an account through your Personal Investment Officer or by contacting us directly. Once you establish your account — by phone or online — you'll have 24-hour access to your trading accounts to research performance information or place orders to be executed when the market opens. You'll have access to:

You can choose to access your account — as well as detailed account information — online with Compass Brokerage.

For even greater convenience, you can elect to settle all your transactions through any Compass checking or savings account, or your Compass money market mutual fund. In addition, Compass Brokerage can provide access to safekeeping services through its clearing broker-dealer* for all your securities.

*All your securities may be held in safekeeping are protected from brokerage insolvency or liquidation by Pershing up to a total of $50,000,000 per account. Of this total, the Securities Investors Protection Corporation (SIPC) provides up to $500,000 with a $100,000 limit on cash claims. The remaining $49,500,000 of coverage on securities only is provided by Pershing through a private insurer. The account protection applies when SIPC member firms fail financially and are unable to meet obligations to securities customers, but does not protect against losses from the rise and fall in market value of investment(s).

Securities products are offered through Compass Brokerage, Inc., member FINRA and SIPC and insurance products are offered through Compass Insurance Agency, Inc., each an affiliate of Compass Bank.

Securities and insurance products:

  • Are not FDIC insured
  • May lose value
  • Are not Bank Guaranteed