Add Investment Accounts
To set up your account, we must verify your account ownership. Enter information for your American Express Brokerage account and click "Continue" for instructions.
American Express Brokerage Account Details (Required to set up the account)
Account Number
 (8 digits, no hyphens)
Checking Number
(Found on your American Express Brokerage checks. See below)
(Some account types, especially IRAs, 401(k)s and custodial accounts have special tax implications and restrictions. At this time, these accounts are not allowed for use with this service)