Welcome Former GunnAllen Financial Clients

You are now one step away from online, self-directed investing with low commissions. Trade what you want, when you want, with no annual fees, account minimums and access a full range of investment products such as Stocks, ETF’s, Mutual Funds, Fixed Income and Options. Our all-in-one solution includes the combined functionality of a checking/savings/money market account with an investment account. You may also call to have one of our brokers place your order for an additional fee of $10.00.

Now that you have received your Investrade correspondence with your new Investrade account number, you may now activate your new Investrade brokerage or IRA account to view your transferred balance and/or securities.

Activate Your Account in 3 Easy Steps


Step 1 Activate Your Account. Click on the Activate Your Account button and enter your new Investrade account number. Enter your temporary password as instructed in your recent correspondence. After logging in, you will be prompted to change your password to your own personal preference.
Step 2 Real Time Quote Agreements. As a one-time process, accept or decline the terms of all Real Time Quote Agreements. This will allow you access to real time market data including quotes on your favorite stocks, charts, news, and research information.  If you choose to decline, you will still receive all market data services, however your quotes will be delayed by 15-20 minutes.
Step 3

Update Your Account Information. Prior to trading, you are required to update your account information. To complete this process, click on the Account Paperwork Tab to launch our account information update feature. For your convenience, once you launch the account information update feature, some of your GunnAllen account information will be pre-populated. Simply verify, update, and/or fill in any missing information so that our records are accurate. After reviewing and updating your account information, you will have the option of completing the process via electronic signature.

Activate Your Account

We look forward to establishing a long-standing relationship with you. If you have any questions regarding access to your account, Investrade products and services, or online investing at Investrade, please feel free to contact us at 1-800-498-7120. If you would prefer to work with a full service broker, please call 1-800-995-1494 or contact us at [email protected].

Last updated: February 28, 2011

This site will serve as your temporary information source during the process of activating your account. In an effort to keep you better informed, this page will update periodically.