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How to Create an Electronic Portfolio

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    Opening An Account

    • 1). Bring up your website browser and search for "internet stock trading portfolio." Many websites will come up. Take some time to research which website will work best for your financial goals, paying particular attention to any fees charged by the brokerage firm.

    • 2). On the website, go to the section which says "set up an account."

    • 3). Fill out the online application for setting up a brokerage account. You will need your Social Security number and your checkbook for this step. Most companies request your bank account routing number so that you can move money from your checking account at your bank to your brokerage account.

    • 4). After your account is set up, transfer funds from your checking account to your new brokerage account. This may take about a day to process.

    • 5). Purchase stocks in your brokerage account by signing in and going to the section entitled "buy stocks."

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