Self-Directed Investing

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.