Opening an Account

• 1). To open an account, go to www.sharebuilder.com and select the "Open an Account" link.
  
  
• 2). Fill out the forms on the pages that follow. First choose your account type on the "Account Type" page, then fill out the "Your Information" form. You will need to provide your address, Social Security number, employment information, email address, and phone number. You will also need to choose a user name and password.
  
  
• 3). You will be provided with a PDF copy of ShareBuilder's terms of service. Read the document and indicate that you agree to abide by these terms.
  
  
• 4). You will now have a new ShareBuilder account. Select a pricing program, which allows you to make automatic investments at a fixed monthly rate. The more securities you intend to buy per month, the higher the rate.
  
  
• 5). Once you select a pricing program, you will be prompted for a method of funding your ShareBuilder account. You can choose to fund your pricing plan with either a credit card or bank account number. Enter your bank account number and ABA routing number or your credit card number in the fields provided. There are no fund minimums; the information you supply will be used to deduct funds when your automatic investments are scheduled to begin.
  
  
• 6). Now you can start researching and selecting your investments. You can also transfer money to ShareBuilder to start making real-time trades immediately. Choose the "Accounts" link to set up your automatic investments and the "Research" link to view historical data about securities.