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Account set-up process
Account set-up process

In just a few steps, you could experience the power of our AI. Download the app and create an account to get started.

Ashley Closson avatar
Written by Ashley Closson
Updated over a week ago

To open an account, the first thing you need to do is download the app.

From there, you can start your investment journey by completing the following steps:

  1. Complete your profile. Answer a set of questions that will help make your experience more personalized.

  2. Submit your application. Our brokerage accounts are opened through Apex Clearing, our brokerage partner. Applications can take 1 to 2 business days to be approved. For some applications, Apex Clearing requests additional information. If that is the case, we will let you know via email.

  3. Connect your bank account. Once we approve your profile, you will be able to connect your bank account.

  4. Choose the right type of portfolio (AI vs. DIY). The AI Portfolio is more hands-off with AI automations, while the DIY Portfolio allows you some more flexibility in funding specific Kits. The minimum investment amount is $400 for the AI Portfolio and $40 for the DIY Portfolio. (Learn more about the difference between the AI vs. DIY Portfolios.).

  5. Choose your Investment Kits. All of our Investment Kits include a selection of stocks and ETFs. We'll recommend Kits to you based on your risk tolerance and investment goals.

  6. Let manage your investments. Once you select your Kits, your funds will be invested in the next trade window. In the AI Portfolio, AI algorithms will continually monitor and manage your portfolio by buying and selling assets on your behalf (learn more about how’s AI works). In the DIY Portfolio, you adjust the allocation among Kits.

Still have questions? Contact our support center by messaging our chatbox or emailing us at [email protected].

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