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Investment Options Intro

Investment options

Further investment options are offered through an arrangement between Further, the account administrator, and the Charles Schwab Trust Company, the sub-custodian for the investment accounts. Investment accounts are self-directed and self-managed. You choose where to invest, when, and how much.

Basic Investment Account

When your account Base Balance exceeds $1,000, you have the option to activate a Basic Investment Account. This account gives you access to mutual funds from Schwab. You also have access to online resources and tools through the Further investment site. 

See Opening and Managing a Basic Investment Account for more information.

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