Review positions, portfolio cash, and changes in allocation.
Stocks, ETFs & team-assisted trading
Stocks & ETFs
Research an idea. Review every detail.
Research stocks and ETFs, review your instructions with the ZetNode team, and follow your holdings and trade records.
Live trades, handled by the ZetNode team.
ResearchTeam-assisted executionRecord
Use market charts and asset details to put an idea in context.
Review the asset, quantity, and instructions with the ZetNode team before execution.
Stocks & ETFsIllustrative view
Holdings in focus
Review positions, portfolio cash, and changes in allocation.
Investing / A closer lookTeam-assisted trading
See the whole allocation.
60% / 40%
Illustrative stock and ETF allocation.
Before a decision
Asset detailsResearch the context
01Trade instructionsReview with the ZetNode team
02Order recordRevisit the decision
03Illustrative view. Confirm actual execution with the team.
Investing involves risk, including loss of principal. The ZetNode team arranges live trades through an external platform. A dashboard request or order record is not an execution confirmation. Read disclosures
Stocks & ETFs / A closer look
A portfolio is more than a price.
Explore how positions fit together, then review your trade instructions with the ZetNode team.
Holdings in focusResearch before actionAn order you can review
Stocks & ETFsIllustrative example
See what makes up a portfolio.
Explore the composition of an illustrative portfolio. These percentages do not place orders.
Stock positions60%ETF positions40%
Allocation total100%
The full example portfolio is allocated. No money has moved.
Illustrative allocation only. Live trades are handled by the ZetNode team; this example does not place orders.
From here to your account
A clear path forward.
Keep positions, allocation, and activity together. Work with the ZetNode team to arrange live trades and review execution confirmations.
Continue with Stocks & ETFs- 01
Review your holdings
- 02
Explore an asset
- 03
Review instructions with the team
- 04
Review the order record
Before you fund
Your money.
The full picture.
Know the service, the destination, and the terms before making a commitment.
Agreements & verificationThe serviceWho are you working with?
Confirm the legal entity named in your agreement, the service it provides, and the role of each professional involved. Company registration and financial-services authorization are different things.
Your assetsWhere will your money be held?
Identify the receiving institution or wallet, who controls it, and whose name the account is in. Understand any conversion into cryptocurrency before authorizing a transfer.
ExecutionWhat confirms a trade?
The ZetNode team handles live trades through an external platform. A submitted instruction is not a completed trade. Ask for the executing provider and the confirmation showing the asset, quantity, execution price, fees, and date.
AccessHow do withdrawals work?
Review the withdrawal method, processing time, applicable fees, and any restrictions in the written terms before funding. An account balance alone does not establish how much is available to withdraw.
A little more clarity
Good questions.
Straight answers.
Who executes my trades?
The ZetNode team handles live trade execution through an external platform. ZetNode connects you with that team-assisted process. Confirm execution with the team; a dashboard request alone does not establish that a trade has been filled.
Can I see multiple accounts?
Eligible investment accounts can be organized in the investing and accounts areas of your dashboard.
Make room for what comes next
Make your next move a considered one.
Your accounts, your records, your next conversation. Start with the full picture.