Investments – Brokerage Accounts

Brokerage accounts clear through LPL Financial. They allow you to buy many different types of products (e.g. stocks, bonds, mutual funds) and keep them all organized in one account. Brokerage accounts have very small minimum value and they can be set up for the following types of accounts:

  • Individual
  • Joint
  • Individual TOD
  • Joint TOD
  • IRA
  • Roth IRA
  • Simple IRA
  • Beneficiary IRA
  • Guardian IRA
  • Guardian Roth IRA
  • Education Savings
  • Trust
  • Estate
  • Corporation
  • Non-Corporate
  • Partnership


ATTENTION: Due to the COVID-19 pandemic, the Spencer bank lobby is closed until further notice. Spencer drive-up is open. Use night drops for deposits. Appointments can be made on a limited basis.