Self-Directed Brokerage Services

Our online brokerage platform, offered by First Republic Securities Company, is designed to help you manage your assets with ease. You can expect a full range of access to capabilities and products, including equities, equity options, fixed income and mutual funds, complemented by high touch client service from your dedicated brokerage team.
Service Benefits
  • Select your choice of online trading or responsive broker-assisted trading for flexibility of managing your account.
  • Easily perform online stock and mutual fund transactions.
  • Access live offering across multiple fixed income security types.
  • Receive competitive commissions and margin rates.
  • Access security research and analysis.
  • Easily obtain market news and economic snapshots.
  • Track portfolio performance, view balances, history and obtain real-time quotes.
  • Access FundVest, a platform offering a large selection of load and no-load mutual funds which are NTF (no transaction fee) eligible.
Client Service Highlights
  • Rest assured with hands-on client service from a dedicated team assigned to you for all account related needs (available 8 a.m. to 8 p.m. Eastern Time Monday through Friday).
  • Work directly with a knowledgeable self-directed client representative to assist in helping you meet your specific self-directed investment needs.
  • Dedicated assistance for trading and brokerage online inquiries.
  • Receive an investment consultation for account opening and rollover options.
Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
Brokerage services are provided by First Republic Securities Company, LLC. Member FINRA/SIPC, First Republic Trust Company and First Republic Trust Company of Delaware LLC.