What is the process for partnering with a financial advisor?

  1. Step 1

    Research and browse financial advisors using any of the search tools.

  2. Step 2

    When you find a financial advisor you'd like to work with, share your contact information via their profile page. They'll reach out to set up a complimentary consultation.

  3. Step 3

    Meet with financial advisors virtually or in person to decide if they're the right match for your needs. You'll discuss your goals, assess your investing style, and review account types and investments that you can consider.

  4. Step 4

    When you've found a financial advisor to partner with, they will open your account and set up your online access.

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