Personal CDsInvesting made easy.
Manage your investments your way with a City National Securities online brokerage account. Our Brokerage Services allow you to make quick trades online or over the phone with support from our Investment Officers.
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Personal Banking -
Wealth Management
Self-Directed Investing
- Overview
- Frequently Asked Questions
FAQs
Call (800) 280-1464 during regular business hours (6:15 a.m. to 5:00 p.m. PT) and a member of our team will assist you with opening a new account.
Once your new account is opened, self-enroll in City National Online to access and manage your brokerage account, along with your other City National investment accounts, bank accounts and credit cards. Already enrolled? We’ll add your new brokerage account within three business days. City National Online will also allow you to transfer funds between your brokerage account and linked bank account.
For options trading online, you must have an approved Option Agreement on file. Please call an Investment Officer at (800) 280-1464 to obtain the necessary agreement.
For advice on taxable and tax-exempt fixed-income securities, brokered CDs, mutual funds, 529 plans, unit investment trusts (UITs), ETFs and structured notes, please speak directly with an Investment Officer at (800) 280-1464.
No initial deposit is required to open a cash account with City National Securities; however, to place a trade, sufficient cash or securities are required. Additionally, an annual recordkeeping fee applies for accounts without any trading activity for 12 months. Please call an Investment Officer at (800) 280-1464 for more information.
There are commissions or transaction fees assessed when you execute a trade online. For complete details on commissions and fees, please contact an Investment Officer at (800) 280-1464.
Please call an Investment Officer at (800) 280-1464 for help with your brokerage account.
Start Investing Online.
Call (800) 280-1464 during regular business hours (6:15 a.m. to 5:00 p.m. PT) and a member of our team will assist you with opening a new account.
Order Routing Disclosures
Order Execution - City National Securities (CNS) routes NMS securities including listed stock and option orders to its clearing firm, National Financial Services LLC (“NFS”), pursuant to a fully disclosed clearing arrangement. NFS selects the exchanges or broker-dealers for execution on behalf of CNS.
Some of the exchanges or broker-dealers may provide payments to NFS depending upon the characteristics of the order and any subsequent execution. However, other than the clearing arrangement with NFS, CNS does not have any arrangement with the execution venues and CNS does not receive any payment for order flow from NFS or the execution venues. NFS is responsible for disclosing any payment for order flow arrangements separately to CNS customers.
Each quarter, NFS also prepares order routing reporting of CNS customers’ non-directed orders subject to SEC Rule 606, including the type and the identity of the broker-dealers or exchanges receiving these orders. The quarterly reporting is available below.
A copy of the most recent quarterly reporting is also available to you upon request. Upon written request to CNS or NFS, you may also obtain the identity of the broker-dealer or exchange executing your trade and the associated time of execution on any of your equity trades placed within the last six months.
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All investments involve risk, including the possible loss of principal amount invested.
City National Bank, its affiliates and subsidiaries, as a matter of policy, do not give tax, accounting, regulatory or legal advice. Rules in the areas of tax, accounting, and law are subject to change and open to varying interpretations. You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies presented taking into account your own particular circumstances.
1 For options trading online, you must have an approved Option Agreement on file. Please call an Investment Officer at (800) 280-1464 to obtain the necessary agreement. Options involve risk and are not suitable for all investors. Before trading options, please read the Characteristics and Risks of Standardized Options.
2 Private Banking clients and Preferred Banking clients with a Brokerage Account with CNS qualify for commission-free online equity trades $5 or more per share and no more than 5,000 shares per trade, subject to CNS Terms and Conditions. Offer available to one (1) CNS self-directed online Brokerage Account associated with each Preferred Platinum Checking Account. Available only for online equity trades, including stock and exchange traded funds (ETF) trades. Standard brokerage fees apply for all other transactions, including option trading, mutual fund transactions, account transfer and processing, account maintenance, account termination, and IRA custodial account transactions. CNS reserves the right to change or suspend this program at any time. Note: This is not applicable to accounts domiciled at City National Bank branches in the following locations - Long Island, New York; Georgia; District of Columbia or Virginia.
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