Getting started is easy.

Follow the simple instructions below. Your access is only a few clicks away!


Step 1.

It only takes an email address to get started today. Choose an email you check regularly! You'll get updates on how your portfolio is doing.

Step 2.

Help us understand what you want for your investment account by answering a few questions about your goals and preferences.

Step 3.

Receive your free customized proposal*

Don't forget!

Fund your account.

 Decide how you'd like to fund your new Guided Wealth Portfolio. You may choose to link a bank account or existing investment accounts. 

Sign electronically.

 Sign the digital enrollment documents via DocuSign. After your account is approved and funded --- it will be invested into a fully managed account according to your chosen goals and risk profile. 

You're all set!

 Your account will receive continuous investment management and oversight on your behalf.  You may easily access and view your portfolios at anytime.  

 Check the background of your financial professionals on FINRA's BrokerCheck.