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Portfolio Registration Questions? Call 877-728-3359

Tell us how you will initially fund your portfolio... Let us know how you plan to make your initial deposit into your portfolio. We recommend you fund your portfolio via Bank Account Transfer from another institution. We've also provided some other convenient options to fund your portfolio. You can send a check or wire the funds into your portfolio. Note, though, that there may be a delay if you choose one of these other options to fund. Review the options below for more information on funding your portfolio. Here, you're simply letting us know how you intend to fund. Later in the process, we'll give you specific instructions on how to carry out the funding choice you've made. Bank Account Transfer (Electronic) You can transfer money directly from a checking or savings account held at another institution by entering your banking information electronically. This is the quickest way to initially fund your portfolio. Bank Account Transfer (Assisted) You can transfer money directly from a checking or savings account held at another institution by giving a support representative your banking information via phone, fax, or postal mail. Check Deposit You can send a check via postal mail to fund your portfolio by investing into your Cash Management Account. Note that we require a minimum of $25 to accept check deposits. Wire Transfer You can wire money directly into your portfolio from virtually any existing bank or brokerage account you may have. Note that we require a minimum of $1000 and will deduct $30.00 for processing in order to accept a wire transfer.

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