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Stock & crypto investment solutions

Choose a plan built around your goals.

Compare the published SmartBrokerIA plans for stock, options, and crypto investing before creating an account.

Balanced

lower risk USD

Foundation

A straightforward starting point for investors building a diversified stock and crypto portfolio.

Start from$250
Plan periodFlexible

What's included

  • Stocks & ETFs
  • Digital-asset access
  • Portfolio reporting
  • Client support
Choose Foundation
Advanced

specialized risk USD

Private

A tailored relationship for larger portfolios and more complex stock, options, and crypto investment requirements.

Start from$10,000
Plan periodFlexible

What's included

  • Multi-asset portfolio
  • Digital assets & commodities
  • Advanced reporting
  • Priority account support
Choose Private

Plan suitability, fees, minimums, availability, and investment risk disclosures come from the current catalog.