Bonds and CDs
Bonds provide a stream of fixed interest payments and return your investment at maturity. Some bonds, such as municipal bonds, are often free from federal taxation.
Certificates of Deposit
Certificates of Deposit (CDs) provide a stream of interest payments, similarly to bonds, but they are issued by banks and are FDIC-insured.
Stocks and Options
A stockholder owns part of a company (equity) and benefits from its increase in value. Stocks may provide greater capital appreciation, relative to other investments, for those willing to take more risk.
Options represent the right to purchase or sell an investment at a specific price. Zions Direct offers approved account holders the ability to engage in a variety of option strategies. Talk to a Zions Direct financial professional to learn more.
Mutual Funds and ETFs
Mutual funds provide diversification among differing asset classes and products types, from bond funds to stock funds and combinations of both. Zions Direct offers a wide variety of mutual funds for your investment portfolio.
Exchange Traded Funds
Exchange Traded Funds, or ETFs, function much like mutual funds, however they can be bought and sold throughout the trading day, rather than at the close of the market.
IRAs and Other Accounts
Roth IRAs are retirement accounts where contributions are made on an after tax basis and withdrawals are tax-free. Learn more about how these accounts can help you prepare for your financial future by watching the video below or open a retirement account today.
Traditional IRAs are retirement accounts where contributions are made on a pre-tax basis and withdrawals are taxable. Read more below or open a retirement account today.
Ready to do your own investing? Purchase stocks, bonds, mutual funds, and other investments whenever and wherever you'd like. Trades in your Zions Direct brokerage account start at just $5.
For investors desiring to use leverage to purchase investments, margin accounts are available at very competitive rates.
Not Sure What's Right for You?
Give us a call to discuss what investments might be the right fit for you.