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Here you can learn about Oberweis Securities, Inc. If you have specific questions that are not answered in this section, please refer to our contact page.

Getting Started with Oberweis Securities, Inc.

When you're ready to open an account, you can complete and mail your application to Oberweis. Individual, joint, and custodial accounts are available. A $5,000 minimum gets you started.

Once you begin trading, you can check your account anytime online. Oberweis gives you secure access to your balance information, current holdings, and trading activity, updated daily. We'll also mail you easy-to-read monthly statements that show all trades you've made through Oberweis Online as well as through our traditional brokerage.



What can Oberweis account holders invest in?

There is trading in all asset classes (stocks, bonds and mutual funds), over the Internet or through an Oberweis Financial Consultant*.
  • Listed Stocks (for example, NYSE or AMEX)
  • OTC Stocks (NASDAQ & Other OTC)
  • Options
  • Mutual Funds (More than 120 mutual fund families with no commissions or transaction fees!)
  • Bonds
  • Certificates of Deposit

*Stock trades executed through a financial consultant are $65 per trade plus $0.10 per share. Contact Oberweis to discuss other fees or transactions executed through a financial consultant.

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What type of research is available from Oberweis?

With Oberweis you will get proprietary research on rapidly growing companies...information that you can't get elsewhere, as well as broad equity research.

The Oberweis Report, rated among the best investment advisory letters in the industry, has a 32-year market-beating track record. Available monthly by mail or online, it highlights companies we believe are in the early stages of explosive growth and provides market insights. For more information on how to subscribe to The Oberweis Report click here.

Some of the online account features available include:

Market Statistics
See the overall market statistics such as: New Highs, New Lows, Number of Advancers, Number of Decliners, Number Unchanged, Total Volume, Volume of Advancers, Volume of Decliners, Previous Total Volumes for the NYSE, AMEX and NASDAQ NML.

Charts
Choose from various types of charts you wish to view and compare against an index, display a moving average and include numerous other indicators.

Company News
Get the latest news on a company you are researching or already have in your portfolio or you may want to access market headlines or hot news! You can also search news by subject.

Company Profile
Look up your favorite company's profile. You will be able to learn how many research firms follow the company, what their consensus recommendation is currently, what the performance has been for this company's stock, statistics and contact information.

Option Look Up
Get the call and put symbols with expiration date and price for your favorite company. Click on the symbol and get the quote for that particular option.

Stock Screener
This powerful research tool allows you to find which stocks meet your investment criteria. For example, sort for all industries or a specific industry by Stock price, P/E ratio, Total return, EPS Growth, Market capitalization, Dividend yield, Price/Book ratio, Beta (vs. S&P 500).

Morningstar Screener
This powerful research tool allows you to find which mutual funds meet your investment objective. For example, sort for any objective or a specific objective for any fund family by Morningstar rating, NCFS Status, load information, expense ratio, manager tenure, net asset size, total return (1 mo, 3 mo, 6 mo, 1yr., YTD, 3 yr., 5yr., 10 yr., life of fund) greater than a %. Also, do a mutual fund comparison by entering multiple fund symbols.

Morningstar Profile
Look up a mutual fund's profile and you will get the funds objective, net assets, fund performance (load-adjusted return, no load return, vs. S&P 500 return), top 10 holdings, average p/e ratio, median market capitalization, sector weightings, volatility statistics, regional exposure, sales fees, management, actual fees.

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What other services are offered by Oberweis?

Portfolio Watch
Input your portfolio and you can track your portfolio's current value, $ gain, % gain, portfolio share %, last price, cost basis/share.

Watch List
Input your list of stocks to watch and you can track recent trading activity.

Calculators

  • Asset Allocation
  • College Planning
  • Accumulated Interest
  • Retirement
  • Bond Income
  • Commission Calculator

Plus…Traditional brokerage services provided by knowledgeable investment professionals on one statement integrated with your online trades.

  • Advice from a knowledgeable investment professional when you want it
  • Retirement and financial planning
  • Private money management
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