If you are ready – CLICK HERE to get started.
Opening Your Account
The process is rather simple and you will need about 15-20 minutes in order to complete the online application.
Funding Your Account
We have made this as easy as possible by providing the ability to transfer money via a bank account, or through the ACAT system if you are moving funds/positions in from an existing brokerage account.
If you should have any questions or concerns with the funding process, please Contact Us.
Minimum Account Requirements
The minimum account requirement is $10,000 for the Stage 1 Investor Portfolio and $100,000 for the Stage 2 Investor Portfolio.
Forms and Information
To ensure security of your personal information, you will receive all through a secure DocuSign envelope to protect your privacy.
Portfolio and Investments
Over time, changes to the allocations will be made and your portfolio will be re-balanced automatically.
You will not need to make any of the trades or decisions once the account is set-up and funded – we take care of all of that for you.
Contributions and Withdrawals
Simply send us an email and we will get you any forms that may be required.
Tracking Your Performance
Types of Accounts Accepted
- Beneficiary IRA
- Beneficiary ROTH IRA
- Community Property
- Community Property with Rights of Survivorship
- Custodian for a Minor
- Joint with Rights of Survivorship
- Minor ROTH IRA
- Minor Traditional IRA
- Personal Trust
- Rollover IRA
- ROTH IRA
- Self-Directed Account
- SEP IRA
- SIMPLE IRA
- Tenants by the Entireties
- Tenants in Common
What Are The Advisory Fees?
Additional information is available and detailed in the Advisory Management Agreements.
Where Will My Investments Be Held?
For over 40 years, Schwab has been proud to help clients pursue their financial goals while giving them more time to focus on what really matters in life. Schwab provides investing and trading services for seven million client accounts that total more than $750 billion in assets, and custodial services.
What Investments Will Be Held In My Portfolio?
Mutual funds and ETFs will be selected based on your answers.
How Is My Information Protected?
The password management system utilizes Symfony Framework for core parts of the system. By default it uses PBKDF2 algorithms with a password stretching mechanism recommended by NIST.
What If I Have More Questions?
If you have any questions – visit the Contact Us page and we will reply promptly.