Customer Relationship Summary & Regulation Best Interest Disclosure Brochure



Bond On-Line Trading System

You have at your fingertips an easy to use search engine that enables investors to
search more than bonds including:

Fixed Income Securities

Agency offerings
Corporate offerings
Municipal offerings
U.S. Treasury offerings

Certificates of Deposit

CD’s are available with maturities ranging from three months to 10 years

New Issues

Municipal Calendar
Structured Products
Taxable New Issues Search
Taxable New Issue Yield Comparison

No brokerage account required!

See for yourself how easy it is.

Top Three Reasons to use BOLTSTM

Do it Yourself:

01.Buy or sell most fixed-income products.

02.Comparison shopping and full control over your investments.

03.Create your own investment portfolio.

Commission-Free Trades*

Limited Time Offer

Open a new account (minimum account balance of $10,000) and trade commission free for 30 days.


Unlimited online
stock & ETF trades

Everyday Pricing

Account must be funded prior to purchase. Security must be long prior to sale.


Smart investing begins with selecting
the right account.


Representatives are available to answer
your account related questions.


Choose to invest in mutual funds,
stocks, bonds and more.
1 Pay one flat rate for stocks and ETFs with a self-directed investment account — regardless of your account balance or how often you trade. Other management and transaction fees may apply.