Your Experience from Beginning to End
Complete our initial information capture form in our secure portal so we can send you account paperwork for e-signature.
Complete our quick investment questionnaire to determine the portfolio that fits your needs (a docusign link will be sent to you to by one our dedicated client associates to complete electronically within 24 hours of completion of your initial information capture. If completed on a weekend, a link will be sent to your when we return to the office on Monday).
Complete your account paperwork and fund your account. Use a bank account, physical check, or transfer an existing account for your initial funding. Once your account is funded, it will be rebalanced to the portfolio selected via your signed Investment Policy Statement. There are no transaction costs to buy or sell funds in your account, but keep in mind there may be tax consequences for selling investments within a taxable account.
Access your financial portal offered through eMoney. Begin aggregating outside accounts and organize your full financial picture within our secure client portal.
Monitor your portfolio ongoing through your secure eMoney portal.