E-Documents
E-Documents offers a convenient way to view your trade confirmations, account statements, proxy materials, fund prospectuses and other investment related documents online.

Valet Account
A Valet account is a combination of a brokerage and a bank account. Through your Valet account you can invest in stocks, bonds, and mutual funds, etc., write checks, make Visa® card purchases, and pay bills over the Internet.

 
 


Progress

1DB is a progressive independent brokerage firm with more than 200 registered representatives, based in more than 80 branch offices nationwide

 

 


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Penson is a member of the Securities Investor Protection Corporation (SIPC), which protects securities and cash of the customers of its members up to a maximum of $500,000, of which $100,000 may be cash. More information about SIPC coverage is available at www.sipc.org.

Each client's account is protected up to $150 million, including cash of up to $2 million. The first $500,000 of coverage (including $100,000 on cash holdings) is provided by the Securities Investor Protection Corporation (SIPC). Penson purchases an additional insurance policy through London Underwriters (with Lloyd's of London Syndicates as the Lead Underwriter). A $600 million aggregate limit applies as well, which is the most the London Underwriters will pay in the event of liquidation. SIPC insures the assets held in brokerage accounts if the brokerage firm fails. SIPC does not protect investors against investment decline or loss.