Frequently Asked Questions

Frequently Asked Questions – Opening and Funding a Personal Portfolio

How Long Does It Take To Open A Personal Portfolio?

Much like the age-old question of how many licks it takes to get to the center of a Tootsie Pop, there’s only one way to find out. So grab your favorite snack and get started with our easy online application that can be completed in as little as 15 minutes.

Less common account types such as trusts, business accounts, solo 401(k)’s, and UTMA/UGMA accounts typically require more time, a partner from our Client Experience team, and a bit more documentation. We’re happy to help! 

Once your account is open, there may be additional time required to initiate transfers from your existing financial institutions in order to fund your account. Timing for transfers varies by the initiating institution, type of account, and the types of holdings within the account.

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