Thursday, August 21, 2008
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Portfolio Registration
There are two types of Portfolios that you can register for. There's one for your personal use and one for your business. Simply select the 'Next' button to the right of the type of portfolio you want to register for.

Personal Portfolio: Register a Portfolio for Yourself...
Join SaveDaily and start investing in your future, as little or as much at a time as you want. It's easy! Here's how you do it:
1. Tell us how you will initially fund your account.
There are several convenient ways to fund your account:
Transfer from a bank account, check deposit, and wire transfer.
No Hidden Fees: We don't charge transactions fees or any other hidden fees as you invest in your future.
Questions? Please call 877-728-3359 to speak with us - Monday-Friday 7:00 a.m. to 5:00 p.m. PST
2. Tell us a bit about yourself.
You must be 18 years of age or older and a U.S. citizen with a valid U.S. address and a valid U.S. Social Security Number. Industry regulations require us to obtain some employment information and to have a basic understanding of your investment goals and investing experience.
3. Acknowledgements and Agreements.
Choose a username and password. Then agree to our terms of use and other relevant documents.
4. Receive instructions on how to make your initial funding.
You will be presented with the information necessary to process the method you chose to initially fund your first account.
Here's what you need to have handy in order to complete the registration process:
- Full legal name
- Birth date
- Employer's name and address
- Social Security Number
- Email address
- Blank bank check (depending on your choice of funding)
To Register a Portfolio for Yourself, click the 'Next' button to the right...
Business Portfolio: Register a Portfolio for your Business...
Corporations, partnerships, and sole proprietorships can invest in high-quality mutual funds, without transaction fees, and without annual contribution minimums. It's easy! Simply enter your contact information below and the necessary documents will be made available to you. Fill them out and mail or fax them into SaveDaily. That's all there is to it.
Name:
Questions? Please call 877-728-3359 to speak with us - Monday-Friday 7:00 a.m. to 5:00 p.m. PST
Phone Number: (###-###-####)
Email Address:
To Register a Portfolio for your Business, click the 'Next' button to the right...
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Accounts are custodied at Associated Securities Corporation member NASD/SIPC, 222 North Sepulveda Blvd. Suite 1800, El Segundo, CA 90245 . SaveDaily.com, Inc. is a Registered Investment Adviser. For additional information, please call us toll free at 1-877-728-3359.

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