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Getting Started

Now that your account is funded and approved you can start trading. This information will help you get started as a new customer of Zions Direct.


Have a question? Take a few minutes to browse our FAQs. If you can't find the answer you're looking for, give us a call or send an email.

Interactive Brokers Conversion

We've reciently converted to an improved platform! If you have questions related to the InteractiveBrokers Conversion, check out our currated FAQs.

Forms and Applications

Find a form to apply for a margin account, change a beneficiary and other account features.

Agreements and Disclosures

Get the latest disclosure information for various types of investment options such as day trading and margin.

Security and Privacy

Keeping your account information safe is very important to us. View our security practices as well as some pointers to help keep your account secure.

Not Finding What You're Looking For?

Give us a call, send an email or stop in for a visit. We're eager to help and answer your investing questions.