What if I don't have an investment account?

If you don't already have an investment account, we can help set one up for you when you sign up for our Premium Service. We'd send the paperwork necessary to open an account with one of our partnered custodians (Fidelity or TD Ameritrade). Once your new account is set up, we'd forward you instructions to fund from your checking account.

If you're not ready for our Premium Service, you can still manually report an account in order to generate hypothetical advice on what we'd recommend you do with the idle cash in an account which you can set up on your own with your preferred brokerage.