Business Invest Online
Frost's online business investment service, Invest Online, lets you remotely access and manage your Frost Brokerage accounts. You can view all accounts and current market information - even make trades. With Frost's online investment service, you can:
- View holdings
- View pending trades
- Trade stocks with discounted commissions*
- View up to 13 months of statements and up to 30 days of trade confirmations
- Create a personal portfolio of stocks you'd like to track
- View up-to-date market statistics, news and quotes
Manage Brokerage Accounts
Simply log in to Invest Online to view your accounts. The first page you will see is Account Information. From here you can:
- View your portfolio
- View statements and account history
- Check account balances
- View the positions for your account
- Check the status of placed orders
- View confirmations
- View tax documents
- Review customer correspondence
Make Trades
Make timely trades online and keep up with your portfolio of current and previous investments with Frost's online investment service, Invest Online.
You can:
- Trade stocks with discounted commissions*
- View holdings and pending trades
- View up to 13 months of statements and up to 30 days of trade confirmations
- Create a personal portfolio of stocks you'd like to track
- View up-to-date market statistics, news and quotes
To make trades online:
- Log in to Invest Online. Your page will open to the Portfolio Summary.
- Select the account you would like to trade.
- Click on the “Select Action” drop-down menu and select “Order Tickets.”
- Select either “Equities” or “Options.”
- Complete the fields and click “Verify Now.”
- Review the information displayed. Click “Edit Order” to make any necessary changes.
- When finished, click “Place Verified Order.”
- Print the confirmation page for your records.
View Market Information
To help your company make smart investment decisions, you need access to the best information. With Frost’s Invest Online service, you’ll know what’s happening in the global markets in real time and be able to set up customized lists so you can stay informed about emerging market trends.
With Invest Online, you can view:
- Quotes and charts
- A customized watch list
- In-depth research
- World indices by continent
To view current market information online:
- Log in to Invest Online. Your page will open to the Portfolio Summary.
- From the Portfolio Summary, you can view the Dow Jones Industrial Chart.
To view additional quotes and news, click on the Markets and Research tab.
You can:
- Track your favorite securities
- Perform fundamental analysis and research
- Sign up to receive news and quotes on certain funds, including fixed income
- View a market summary
Sign Up for Invest Online
To sign up for Invest Online, simply complete the Invest Online application.
