PLANNING & ADVICE

Put our intelligence to work for you, for free

Ready to create a plan for your finances? We help you track your saving and spending—and help you decide where to put your next dollar.

Plan today

Make progress toward your goals on your timeline

Take control of your financial future with our comprehensive planning tools and personalized guidance.

See your financial picture at-a-glance

Know where you stand at all times. See all your assets and debts together in a simple, organized view.

Track your spending—we'll be your co-pilot

We'll categorize your transactions and highlight trends, so you can see where your money is really going.

Get strategic about saving smarter

We'll look at where your finances stand today and offer suggestions where your next dollar might have the most impact.

Let's get your free plan started

See how the ZenTrading planning experience can help you reach your goals.

Make progress on your free plan

Match your financial goals with the right account

Choose from our range of investment and savings accounts designed to help you achieve your specific financial objectives.

Retirement & IRAs

RECOMMENDED

Roth IRA

Build and manage your own retirement portfolio with a tax-advantaged account

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Rollover IRA

Helps you consolidate your retirement accounts into a central rollover account

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Traditional IRA

Defer paying taxes now to potentially grow your savings faster

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Investing & Trading

Brokerage account

Invest on your terms with our full-featured, low-cost account

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Spending & Saving

Cash Management Account

Go beyond a traditional checking account with no account fees or minimums

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