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  • Change in Conversion Completion Date - the new effective date for the conversion to be complete is February 28, 2017

    It was previously announced that the completion date for our conversion would be 12/31/2016, and that date has been extended to 2/28/2017. If you received a letter with the 12/31/2016 completion date please accept this as your notice of the date change.

    Zions Direct is excited to announce that we are changing our clearing firm to Interactive Brokers LLC (IB) effective immediately. At Zions Direct we regularly look for ways to enhance our ability to provide clients with the tools necessary to help you achieve your financial goals. Zions Direct will continue to serve as your broker-dealer, while IB will assume the trade execution, clearing and custody functions currently supported by National Financial Services LLC (NFS). You will receive information via the mail shortly on how to transition your account(s) to the new platform. Changes to our website reflect this new business relationship and we hope that you will take the opportunity to get familiar with the website and ask any questions you might have.

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    Speak to a real live Zions Direct representative by calling us toll-free M-F 7am-5pm MT. 1.800.524.8875