Help Center

Account Types

Individual, trust, IRA and other ways to invest

Choosing an account

What account types can I open?

You can invest through an individual cash account, a trust account, or a self-directed IRA, including Traditional, Roth, Inherited and Custodial IRAs held with Equity Trust.

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How do joint accounts work?

[CONFIRM] A joint account lets two people own the same CREB account. Both owners can view the balance and request withdrawals, and if one owner dies, ownership usually passes to the surviving owner.

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Can I invest through a trust?

Yes. CREB offers trust accounts. The trustee opens the account in the trust's name and provides trust documents during verification.

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Can I invest through an LLC or business?

[CONFIRM] Business and entity accounts are not currently listed among CREB's account types. Contact Investor Relations to ask whether an LLC or corporation can invest.

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