Account Types

Fairfield Digital Management Group’s Account Types

Start investing your way

Fairfield DMG’s investing accounts help you pursue your financial objectives and invest on your own terms.

Find an account that matches your investing style
and helps you pursue your financial goals

Individual Account

Pursue your financial goals with an account managed by you or by Fairfield DMG. When managing on your own, enjoy simplified cash management and investing with features like wallet linking and a debit card.

Joint Account

A joint account allows up to four account owners and has all the same benefits of an individual account. If you choose to have us manage the account for you, all owners can receive updates.

Custodial Account

Manage funds on behalf of a minor or as a legal custodian with all the benefits of an individual account. This account is often used to set aside funds for education.

Trust Account

With a trust account, you can hold assets until they are used on behalf of family members or other beneficiaries.

Estate Account

With an estate account, you can administer a person’s estate after their death on behalf of family members or other beneficiaries.

Business Investor Account (BAC)

You can invest using your company name and assets without exposing your personal details or assets.

Small Business Retirement

Less than 20 employees? A Small Business Account fits legal and regulatory standards for public and private pension schemes.

Large Business Retirement

Over 20 employees? Large Business Retirement Accounts is needed to handle the web of regulation and laws. Our LBRAs make life easy for all those vested.

Define your investing experience

Once you find the right account, you can choose how you want it to be handled: self directed or managed by us.