ShareBuilder and Costco
make investing easy
WITH TODAY’S fragile economy, taking
control of your investment portfolio is an
essential part of building financial stability.
Costco’s partnership with ShareBuilder is
designed to help members invest through
regular investments* in stocks, mutual funds
and exchange-traded funds based on automatic recurring investments with no account
minimum and no maintenance fees. (For
information on pricing and rates, go to
ShareBuilder was recently acquired by
Capital One, one of the most widely recognized banking brands in America. As a result,
the company has a new name and logo.
But the best thing about the partnership,
according to Brandon Potter, vice president at
Capital One ShareBuilder, is that there are
many synergies between the two companies.
To learn more, go to Costco.com, click
“Services,” then click “Online Investing.”
Both go against the grain to work to provide
unparalleled customer service; they also share
an affinity for innovation.
For instance, he says, the new partnership
allows ShareBuilder to offer many meaningful enhancements and tools that take the
online investing program to a new level.
These improvements include the Knowledge
Center, featuring educational content, articles, demos and videos that enable members
to conduct research. The program also offers
sleek mobile tools, including a brand-new
iPad app with a fully customizable dashboard
and streamlined navigation.
“Our new iPad app allows users to create
or customize their own mobile experience,”
Potter says. “The app includes a selection of
modules that provide access to features like
account information, market news, watch
lists, Wall Street Journal video news, invest-
ment screeners, quotes and research, and
many more great options.” Users can orga-
nize the modules to make their own person-
alized investing dashboard. “We think Costco
members are going to love the new app,” adds
Potter, “and we look forward to enhancing it
even more this year.”
The idea behind ShareBuilder’s online
investing program is that investing doesn’t
have to be complicated. You can invest wisely
without dedicating your life to reading charts
and wading through complex analysis.
Financial tools, data and info are presented in
an easy-to-use, easy-to-understand format.
The goal is to help you make informed invest-
* Automatic investments are recurring or one-time
purchases on Tuesdays. All sales are made real-time
and are subject to real-time commissions.
Securities products are: Not FDIC insured
· Not bank guaranteed · May lose value.
Securities products are offered by Capital One
ShareBuilder, Inc., a registered broker-dealer and
member FINRA/SIPC. Capital One ShareBuilder, Inc.
is a subsidiary of Capital One, N.A. Costco is not a
broker-dealer and is not affiliated with Capital One
© 2013 ShareBuilder Corporation. Capital One and
ShareBuilder are federally registered service
trademarks. All rights reserved.
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