Investment Accounts
Invest under a single OBS relationship.
Taxable and retirement investment accounts under a single OBS relationship.
Overview
About Investment Accounts
OBS Investment Accounts include individual, joint, custodial, and retirement account types. Everything you own sits under one consolidated view, with performance measured against goals, not headlines.
Fees
Fee schedule
- Account maintenance
- $0
- Advisory fee (managed)
- 0.30% to 0.75%
Illustrative example
Values shown are illustrative examples for this preview and do not constitute an offer, approval, or contractual quotation. Actual rates and fees depend on your profile, region, and eligibility.
How it works
Getting started
- 1
Open your OBS profile
Verify your identity and set up your account in a few minutes.
- 2
Add Investment Accounts
Enable investment accounts from your dashboard in one step.
- 3
Manage in one place
Everything lives inside your OBS profile, connected and searchable.
Try the numbers
Estimate before you apply
Use the calculator below to model an estimate. Results are for guidance only and do not constitute an offer.
FAQs
Frequently asked
Still have a question? Message an OBS specialist from Secure Messaging any time.
Educational resources
Learn more before you decide
- Investing
Learn the vocabulary and long term principles of investing.
- Retirement
Plan for income and expenses across the years after paid work.
Security
How OBS protects this experience
- Multi-Factor Authentication
Add a second factor to your OBS sign in.
- Privacy Controls
Control how OBS uses and shares your account information.
Ready to begin
Open an Investment Account
Open your OBS profile and add Investment Accounts in minutes.