Product tutorials

Creating a CTO for your client is easy. Watch how you can do this in less than five minutes.

See how you set up a PEA account on behalf of your client on Shares Pro.

Easily set up your client with a CTO business account on Shares Pro, in just a few minutes.

Setting up a Shares Pro account takes less than one minute. Watch now to get started.

An Investment Plan groups together numerous stocks & ETFs — learn how to set one up for your client.