How do I sign up for your Premium Service with a new account?

If you don't have an existing investment account, we can help you open a Traditional IRA, Roth IRA, or a Taxable Account when you sign up for our Premium Service.

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You can access your accounts by clicking on the link across the top of your page.

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Click on the option to Manually Report Your Investments

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Select the type of account you want to open (please disregard the "I have a" wording) and input "New Account" for the name of the brokerage.

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Report the amount of cash you plan on adding to this new account. If you are setting up an IRA or a Roth IRA, please be mindful of the current IRA Contribution limits. Please also note that our minimum for (combined) managed accounts is $10,000.

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Click Save. Then Done.

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Repeat the process for as many accounts you want to set up.

Proceed with steps to sign up for our Premium Service. We will send you paperwork to set up a new account per your specifications. Once your account is set up, we will send you instructions to fund your new account.