Choose the Quick Pick Option OR Choose Your Own Stocks
Quick Pick - Stocks will be automatically selected based upon the portfolio type indicated. If you wish to choose your stocks using this method, please indicate the types of stocks in which you team would like to invest.
Choose Your Own Stocks - Please follow instructions below:
- Total of $500,000 can be spent.
- It is advisable to leave some cash; however, initial picks are not subject to 1.25% commission.
- Do not pick too many stocks, as it is more difficult to keep track of stocks.
- Maximum of 5 stocks allowed for initial picks.
- Buy stocks in large blocks (i.e. quantities of 100's or 1000's).
- Enter stock symbol/name, purchase quanitity, and calculate total spent and enter where indicated.