Become (even more) self-sufficient by attending our events
Broaden your knowledge of direct brokerage and master the tools by attending one of our free events. Our experts are here to help you build your confidence.
Our topics:
- Brokerage accounts
- Taxation
- Tools
- Investment products
- Portfolio management
Upcoming events
The ABCs of self-directed investing
Webinar
July 8, 2026 |12:00 - 1:00 p.m. EDT
Build Confidence and Take Control of your investments. In this beginner-friendly live session, you’ll learn the essentials of self-directed investing- quotes, orders, different securities, fixed income and ETFs.
Build your watchlists, set alerts and discover the stop order
Webinar
July 21, 2026 | 12:00 – 12:30 pm. EDT
During this webinar, our expert will explain the advantages of using a watchlist, the alert tool and introduce how a stop loss order works.
Take advantage of margin accounts
Webinar
August 20, 2026 | 12:00 – 12:30 pm. EDT
Learn how a margin account can help you quickly take advantage of trading opportunities without the need to add additional funds or sell existing holdings.
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