Personal Invest Online

Invest Online

Remotely access and manage your Frost Brokerage Accounts with our online investment service, Invest Online. Just a few of the things you can do include:‚Äč

Manage Brokerage Accounts

Managing your personal brokerage accounts online is easy. Simply log in to Invest Online to view your accounts. The first page you will see is Account Information. From here, you can:

  • View your portfolio
  • View statements and account history
  • Check account balances
  • View the positions for your account
  • Check the status of placed orders
  • View confirmations
  • View tax documents
  • Review customer correspondence

Make Trades

You don’t have to make trades with a third party brokerage firm. Invest Online allows you to make timely trades online and keep up with your portfolio of current and previous investments at your convenience.
 

  • Trade stocks with discounted commissions*
  • View pending trades
  • View holdings
  • View up to 13 months of statements and up to 30 days of trade confirmations
  • Create a personal portfolio of stocks you'd like to track
  • View up-to-date market statistics, news and quotes

To make trades online:
 

  • Log in to Invest Online. Your page will open to the Portfolio Summary.
  • Select the account you would like to trade.
  • Click on the "Select Action" drop-down menu and select "Order Tickets."
  • Select either "Equities" or "Options."
  • Complete the fields and click "Verify Now."
  • Review the information displayed. Click "Edit Order" to make any necessary changes.
  • When finished, click "Place Verified Order."
  • Print the confirmation page for your records.
View Market Information

We make it easy for you to stay connected and up-to-date on what’s happening in markets around the world.
 

  • View quotes and charts, a customized watch list, in-depth research and world indices by continent
  • Track your favorite securities
  • Perform fundamental analysis and research
  • Sign up to receive news and quotes on certain funds, including fixed income
  • View a market summary

To view current market information online:

  • Log in to Invest Online. Your page will open to the Portfolio Summary.
  • From the Portfolio Summary, you can view the Dow Jones Industrial chart.
  • To view additional quotes and news, click on the “Markets and Research” tab.

Explore the Invest Online demo

Access to Invest Online is free. Contact your Frost Wealth Advisor for online trade pricing.