If I don't currently have any type of investment account, what should I connect to my FutureAdvisor Premium dashboard?

We are happy to help you set up investment accounts if you are a first time investor, or want to open a new account type.

When you apply to FutureAdvisor Premium simply add a manually reported investment and include the amount of cash you would like to start out with. We will send you the paperwork to open your account. Once the account is open we will help you fund the account with cash.

For our retirement product, we do have a $10,000 minimum. Click here to find out why.