Webinars

Expand your possibilities

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Photo of an investor watching a webinar about direct brokerage on her computer
Photo of an investor watching a webinar about direct brokerage on her computer

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

  • Webinar

Take advantage of margin accounts

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. 

 

August 20, 2026 | 12:00 – 12:30 pm. EDT

Register
  • Webinar

Maximize the earning potential of your securities

During this webinar, our expert will explain how the Fully-Paid Securities Lending Program works, how it can help enhance your portfolio’s return, and will answer your questions.
 

August 25, 2026 |12:00 - 12:30 p.m. EDT

Register
  • Webinar

Optimize Your Portfolio with the Wealthscope Tool

Learn how to take advantage of this powerful and intuitive tool that can help you visualize your assets, simulate buy or sell strategies, and get an overview of your portfolio through account aggregation.
 

September 29, 2026 | 12:00 – 12:45 pm. EDT

Register

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