1. You can apply to open an account on the mobile app or directly on our website in just five minutes.
2. We’ll then send you an email via DocuSign to verify your identity and have you sign the terms and conditions and the management agreement. In most cases, you’ll receive this email within 15 minutes of completing the first step (within 48 hours at the latest).
3. Once you have verified your identity and signed the documents, your account will be opened immediately. You will then receive a customer information questionnaire so that we can create a personalized portfolio for you.