Frequently Asked Questions

Frequently Asked Questions – Opening and Funding a Personal Portfolio

Can I Use A P.O. Box Or APO/FPO/DPO As My Address?

Well, hello, world traveler!

We require a residential U.S. address in order to start your application and open an account. You will be able to designate separate residential and mailing addresses on your account, but you cannot use your P.O. Box as your residential address.

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Let's see what we'd recommend for you

It all starts by filling out this form. It’s secure, and completely free. You’ll answer a few questions about your income level, time horizon, risk tolerance, and financial goals. Then we’ll provide a personalized asset allocation recommendation specifically for you.