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How can I manage my investments?

Having the right accounts for your investments can make all the difference in reaching your goals, but how you manage those accounts is an important factor. You can choose to manage your investments with the support of an advisor or independently. Assess investment knowledge as well as the time you have and need to properly manage your investments.

Levels of Account Management

Full-Service Brokerage

Your Financial Advisor will use his or her experience and expertise to examine the issues affecting your long-term and short-term goals like saving for retirement or a family vacation. Your advisor will help you understand the fundamentals of brokerage products and accounts; assess your risk tolerance; develop a unique investment plan, and adjust your portfolio as your needs change. Find out if working with a Wachovia Securities Financial Advisor is best for you.

Locate a Financial Advisor at a Branch Near You

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Wachovia Securities Direct

If you want to make your own investment decisions, you can with Wachovia Securities Direct. You’ll be able to access and manage your accounts online or by phone. Plus, we provide you with the investment resources you need to make informed decisions whenever it’s convenient for you.

Wachovia Securities Direct: Self-Directed Brokerage Account

Choosing how you want to manage your accounts.

Online Brokerage

Want to manage your account 24 hours a day, seven days a week from anywhere you have Internet access? You can with Online Brokerage. Whether you’re experienced or new to online management, you can contact our knowledgeable staff by phone to help you get your account up and running. You’ll be able to make trades, access your account information, obtain quotes, and stay on top of the market. You can also add convenience features to your Online Brokerage. With Market Alerts and Execution Alerts, you can request automatic emails to be sent to you when a stock hits a predetermined price or when your trade has been made. Streamline your management by downloading your account information to Quicken^®, Microsoft^® Money,or Microsoft^® Excel.

Wachovia Securities Online Brokerage Account

Personal Discount Broker

Experienced and professional licensed representatives are a toll-free call away to assist you with your investment needs at (800) 326-4434, 8:00am to 7:00pm ET, Monday through Friday. If your needs go beyond the occasional trade, you can obtain a direct, toll-free number for a specific broker who can place all your trades and be your main point of contact.

If you have questions regarding investing products, choosing the right accounts, or working with a Financial Advisor, we can help. Contact us by phone or online.

Locate a Financial Advisor at a Branch Near You

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07/04

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Only deposit products are FDIC-insured.

Periodic investment plans do not assure a profit and do not protect against loss in declining markets. Since such a plan involves continuous investment in securities, investors should consider their financial ability to continue purchases through periods of low price levels.

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