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Stage Seven
Brokers, Accounts & Getting Started
Playbook
Stage 7 · Act 3

Brokers, Accounts & Getting Started.

The practical mechanics of becoming an investor. Pick a broker. Open an account. Fund it. Place your first order. Read the statement that comes back. Eight lessons of operator skills you'll use every time you log in for the rest of your investing life.

Lessons
8
Coins available
192
Badge
Broker-Ready

Table of contents

Eight lessons. Ends with your signed broker scorecard.
  1. 01

    What a Broker Actually Does

    You don't trade on an exchange. Your broker does. Here's the division of labor.

  2. 02

    Choosing Your Broker

    Five criteria that actually matter. Everything else is noise.

  3. 03

    Account Types for Long-Term Money

    Taxable, retirement, or something in between. The tax rules differ, but the skill doesn't.

  4. 04

    Opening the Account

    KYC, verification, and why every real broker needs your ID.

  5. 05

    Funding Your Account

    How money actually moves from your bank to your broker — and why it takes 2 days.

  6. 06

    Placing Your First Order

    Market, limit, stop. Three order types cover almost everything you'll ever need.

  7. 07

    Reading Your Statement

    Monthly statements tell the true story. Learn to read them in 5 minutes.

  8. 08

    Your Setup Checklist (Capstone)

    Sign and keep the scorecard for your actual broker. This is the artifact you refer to every year.

    Capstone
Ready?

Start with what a broker actually does.

Four minutes. You'll leave knowing how to compare two brokers in 30 seconds and why the regulator matters more than the feature list.

Start Lesson 1 →

Key terms

Plain-English definitions for every concept in this stage.