Build Your Core
Build Your Core
In a few simple steps, you can create a core account that is diversified, tax-efficient, and easy on your wallet.
Step 1
Open Account
Select an investment account type
Choose an account that aligns with your goals, such as saving for retirement (an IRA), general investing, or saving for education (custodial).
Submit your application
Please give us a moment
Once your application is received, we will respond within 24 hours or less.
Alternative
Transfer funds
If you are an existing client and want to transfer funds into your account, log in and begin the transfer process
Step 2
Complete the process
Look for our email
After we review your initial request, we will follow up with an email inviting you to complete your account application. You will need to provide the following information:
- Official I.D. (driver’s license or passport)
- Full name and address
- Information about your financial institution (for ACH funds transfer)
Be sure to check your spam folder.
If you do not receive our email within 24 hours, please contact us at 1-800-832-8514 Ext 1401
Approved
Check your email again
Unless we need additional information, your account will be approved and ready for you to start investing.
Step 3
Open Account
Transfer funds
Begin investing
Your dedicated advisor will contact you to confirm your investment selections. We do all the investing for you on your end, so no need to worry about logging into complicated trading systems or investment platforms. We take care of all the investing.
Additional forms
Your dedicated advisor will contact you
You’ll receive another email asking you to complete a few additional required forms. You can easily view them online and sign digitally via Docusign or Adobe.
Get started
How would you like to begin?
Hint:
You can open an account now and add money later. After your account is opened, all you’ll need to do is add your bank information for future transactions.
Discover your investment style
Take our quiz and find out if you would benefit from having your investment portfolio professionally managed.
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