Account management
- How do I Add a Beneficiary to My Account?
- How Do I Add or Update a Beneficiary?
- How do I deposit funds?
- Withdrawing your funds
- Setting Up Recurring Deposits
- How do I Transfer my Old Accounts to Ethical Capital?
- Should I Opt In to the Securities Lending Program?
- Should I Opt In to the Dividend Reinvestment Program (“DRIP”) for Stocks and ETFs?
- Should I Opt Into the Sweep Program?
- Can I exclude certain stocks from my portfolio?