Brian's Investor Profile:**
How often: Occasionally
How much: $100 to $1000
Pricing Program Advantage*
Stocks: Researched
Automatic
Investment Plan:

$20 invested in each of 5 ETFs weekly
Energy Sector Index
Telecomm Index
Financial Index
Utilities Sector Index
Nasdaq Index
Real-time Trades:

Bought 10 shares of Exxon
Bought 23 shares of Medtronic
Bought 40 shares of Genzyme
Sold 10 shares of Kraft Foods
Sold 15 shares of Six Flags
Sold 20 shares of Yahoo

Brian is saving for a dream family vacation to Disney World and for retirement. He considers stocks in the news, chooses from the top ten list, researches for companies by industry, and selects his favorite stocks. He discusses his choices with his investment group and family.

Brian funds his account by check or wire transfers. He enters his stock and fund symbols and the amount he wishes to purchase and submits his real-time trades at his convenience. He receives trade confirmations by email.