So, What’s Next?

Thanks for your submitting your request. We’re looking forward to getting started!

As a reminder, your account is not opened as of the completion of the form. You must follow a few easy steps to establish your account once we receive your form submission, we will begin initiating that process within 2 business days.

What to expect:

• You will receive an invitation from one of our advisors to complete the account opening process. this will only take you a few minutes to complete.
  
• You will then need to connect a funding source (bank account that you will use to deposit funds)
  Setup any desired recurring deposits (ex: $250 Every month on the 15th)
• Download the mobile app and use your credentials to login
• Keep in mind that we recommend initiating your account from a desktop for the optimal experience.