In partnership with Zions Direct and Amegy Bank N.A., Amegy Direct combines the convenience of online investing you want with the personal assistance you deserve, offering independent investors low $10.95* online bond and equity commissions. Amegy Direct also provides access to over 9,000 mutual funds and the ability to trade one of the largest inventories of fixed income securities through Bonds for Less at institutional prices.
Your local financial representatives at Amegy Direct are salaried employees who can develop a customized investment plan to help you achieve your personal financial goals. They can help you plan for retirement, generate income from your investments, finance future educational expenses, and help you reduce the cost of investing. In addition to handling all your investment account transactions, Amegy Direct offers the following services:
Products Amegy Direct offers you a wide choice of investment products including no-load mutual funds, low cost Exchange Traded Funds, government, tax-free municipal and corporate bonds, Unit Investment Trusts, common and preferred stocks, options, precious metals, tax-deferred annuities, and life insurance products.
Everyday Value Trade bonds or stocks online for $10.95* regardless of the size of trade* or how many trades you place per month, quarter, or year.
Choice and Control Bonds, stocks, options or mutual funds - Amegy Direct lets you take control of your financial future as you invest online with our low discount commission rates. You call the shots. Trade easily through our online service or through a Amegy Direct Financial Representative. Amegy Direct provides you with comprehensive resource tools so you can manage your own investment portfolio while saving you money in low commissions.
Education and Tools Amegy Direct provides you with the resources to invest with confidence. Learn about investing and the markets, plan for life events with your goals and objectives in mind, and create your own asset allocation based on your risk tolerance and investment time horizon.
Convenient Access and Personal Assistance Stay in touch with the markets and manage your account no matter where you are – online at www.amegydirect.com or by phone. Amegy Direct offers you the convenience of online access 24/7 to news, real-time quotes and balances, latest SEC filings, and S&P Research. And you can always contact an experienced Amegy Direct Service Representative between 7:00 AM and 11:00 PM CST Monday through Friday at 1-800-524-8875.
Additional Benefits
More than 500 No-Load No-Transaction-Fee Mutual Funds
Buy bonds at wholesale prices including U.S. Treasury Bills, Notes and Bonds, TIPS, Strips
Tax Exempt Municipal Bonds and U.S. Agency Securities
Ability to search over 10,000 Bonds
New Bond Issues (IPOs)
FREE Online Statements, Confirms, and Tax Documents
FREE Dow Jones News
FREE S&P Research
FREE Investment Planning and Education Tools
Account Protection
No Minimum Deposit
Easy Account Openings – In person, by phone or online
Retirement Planning Your financial representative can help you develop and implement a plan to help achieve your goals for a comfortable retirement.
Asset Allocation Your financial representative will meet with you to review your financial goals, and construct a customized investment portfolio including time horizons and return objectives.
Call 713-232-2222 or 1-800-524-8875 to speak to a Amegy Direct Financial Representative, visit your local banking center or go to www.amegydirect.com to open an account today.
*$10.95 applies to online stock and bond trades. Trades for stock priced below $1.00 are charged $29.95 for unlimited number of shares.
Brokerage accounts may be opened in the name of an individual, a trust, a joint tenancy, an estate, a partnership, a corporation, a Limited Liability Corporation (LLC), an investment club, or by a custodian for a minor. Amegy Direct will gladly handle the details of transferring an existing account from another institution.
Zions Direct, or Zions First National Bank, reserves the right to act as principal on any fixed income transaction, public offering or any other securities transaction. A markup may be included in the price for Corporate Bonds, Municipal Bonds, U.S. Treasury and Agency, Bills, Notes, Bonds and CDs. Zions Direct may act as a “riskless” principal in fixed-income transactions.
Access to www.amegydirect.com may be limited or unavailable during periods of peak demand, market volatility, system upgrade, maintenance, or for other reasons. Direct Investment Service Representatives are available by phone between 8:00AM - 5:30PM CST Monday through Friday - excluding market holidays.
Additional fees may apply. Check writing is not available on all accounts. Brokerage account must have at least one qualified transaction or be linked to a Zions Bancorp affiliate account to qualify.
Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Securities products and services offered by Zions Direct, Member NASD/SIPC, a non-bank subsidiary of Zions Bank and an affiliate of Amegy Bank N.A.
