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Self-Directed Investing

Manage your investments your way with an online brokerage account. Get fast price quotes and make trades online at competitive prices.

Get informed. Make trades.

Our Brokerage Services allow you to make quick trades online or over the phone with support from seasoned investment experts.

Online Brokerage Services

Trade stocks, mutual funds and options online, and get stock and option quotes.

 

 

Equity Trading

Qualifying clients are eligible for free online equity trades.1

 

 

A Full Suite of Investment Options

Trade common stock, preferred stock, exchange traded funds (ETFs), unit investment trusts (UITs), fixed income, mutual funds, options and more.

 

Help From Investment Experts

Our seasoned advisors offer recommendations on fixed income securities, brokered CDs, structured notes, mutual funds, ETFs, UITs, and 529 plans, and provide equity and option trade executions.

Carefully Curated Investment Portfolios

Work directly with a financial advisor to create an investment portfolio designed specifically for you.

FAQs

Call (800) 280-1464 during regular business hours and one of our investment representatives will assist you with opening a new account.

Once your new account is opened, self-enroll in City National Online to access and manage your brokerage account, along with your other City National investment accounts, bank accounts and credit cards.  Already enrolled? We’ll add your new brokerage account within three business days. City National Online will also allow you to transfer funds between your brokerage account and linked bank account.

For options trading online, you must have an approved Option Agreement on file. Please call an investment representative at (800) 280-1464 to obtain the necessary agreement.

For advice on fixed-income securities, brokered CDs, mutual funds, 529 plans, UITs, ETFs and structured notes, please speak directly with an investment representative at (800) 280-1464.

No initial deposit is required to open a cash account with City National Securities; however, to place a trade, sufficient cash or securities are required. Additionally, an annual recordkeeping fee applies for accounts without any trading activity for 12 months. Please call an investment representative at (800) 280-1464 for more information.

There are commissions or transaction fees assessed when you execute a trade online. For complete details on commissions and fees, please contact an investment representative at (800) 280-1464.

Please call your City National Securities representative at (800) 280-1464 for help with your brokerage account.

Brokerage Services are provided through City National Securities, Inc. (member FINRA, SIPC), a subsidiary of City National Bank.

1Private Banking clients are eligible for free online equity trades. Preferred Banking clients are eligible for 25 free online equity trades annually. Commission-free online equity trades applies to Stock and Exchange Traded Funds (ETF) trades subject to the applicable program terms and conditions. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. 

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