Direct Investing Journey
Step 1: Plan


The first step to direct investing is to plan your investment strategy. Here are resources available to help you build your financial plan.

Financial planning New Year’s resolutions

Start the year off with 2019’s economic outlook and how it impacts your financial plan

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Create the right investment plan

Learn how you can create your own investment plan that’s right for you.

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Go to the next stage to explore the investment and account options available to you.
Step 2: Explore