Open An Account
It only takes a few clicks to get started.
Once you register, you can complete our fast and simple digital application. All you need to get started is your:
- Basic personal information (date of birth, social security number)
- Verifiable phone number
- Selected account type
You’ll receive an email confirmation once you’ve submitted your application, and again approximately three business days after submission for when your account is ready for funding.
To fund with a transfer: log in to your new portal account and navigate to Accounts > Transfer Funds > Start New.
To fund with a rollover contribution: initiate a distribution with your resigning custodian or plan administrator and complete and remit the Deposit Submission Form to us.
You’ll receive an email confirmation once the funds have been added to your account.
If you know which asset(s) you want to invest in, log into your new portal account and navigate to Accounts > Make an Investment > Start New. If you don’t know which asset(s) you want to invest in, visit our Investment Options page to see what’s possible.
You’ll receive email confirmations when the funds are scheduled to leave your account and when the asset purchase is complete.