Instructions to retrieve 2022 Tax Documents are found under Resource Center – Tax Forms.
1st Discount Brokerage is a firm unflinchingly devoted to financial fitness for our clients. We have built our company around wanting to create value for both investors and savers by helping individuals meet their economic needs. Whether they have a hundred or a million dollars, we blend contemporary digital technologies with a commitment to personal financial well-being to help our clients achieve their goals.
This vision of financial inclusion is made possible in large part due to our commitment to digital technologies. We bring together the key elements of human-driven consulting and digitization to have a positive impact on people’s lives.
Our mission is to guide investors in pursuit of financial well-being. We work to accomplish this goal by:
Listening to specific needs
Offering personalized services
Adapting to changing market conditions
Developing investment strategies
Communicating with clients
1DB provides asset management services through a variety of products designed to meet the needs of a wide range of customers.
We provide asset and wealth management and planning services to a diverse array of clients with highly varied financial needs. 1DB offers automated investment solutions through our digital advisory platform to enable those seeking Fintech efficiencies with human insight. We provide advisory services, trading, insurance, retirement planning, wealth management, consulting services and asset accumulation strategies for those looking for assistance in these areas.
Our commitment to meeting the needs of clients wherever they are in their financial journey extends to how we operate. We provide a variety of products and services aimed to meet diverse customer needs.
Investing doesn’t have to be exclusive to those with large amounts of capital. Digital advisors use Fintech solutions to make investing decisions based on a client’s needs. This makes entry level investing accessible to those with any amount of money. You simply answer a few questions to set the parameters of your portfolio – aggressive, conservative, etc. – and the digital advisory platform allocates your capital according to your risk, timeline, and personal financial aspirations.
Our Registered Investment Advisor solution gives you access to an investment advisor who works closely with you to manage your investment strategy and help you build toward financial well-being. Our RIA services provide:
We have a veteran team of RIAs on hand to provide a blend of wealth management and financial planning.
Our investing philosophy extends to our brokerage and trading services. 1DB is a full-service broker/dealer registered with FINRA. 1DB also offers self-directed online trading for clients who prefer to do it themselves.
The long-awaited digital transformation of the financial world has arrived. We believe everyone should have the opportunity to take advantage of investment opportunities and position themselves for financial health. We value your account and work with you to help you reach your goals.