Get started with ease
After you’ve talked with your advisor, you’ll walk through these three simple steps to complete your enrollment:
- Answer a few straightforward questions from your advisor to help determine your investor profile.
- Review your advisor’s recommended portfolio.
- Complete the account open and funding process.
Your advisor will then review and make any adjustments before your money is invested.
Safety and security you expect
Your advisor has chosen Schwab as the custodian for your account to help protect your assets and online information.
During enrollment, you’ll be asked to open an account with Schwab. Simply follow the instructions to complete the account open process, and if you’re already a Schwab client you can use your existing account credentials to complete enrollment even faster.
Learn more about SchwabSafe®.