We’re excited that you want to get started as a client of MFWM! As with any financial account, there’s some paperwork to seal the deal, but we’ll make it as enjoyable as we can.
Opening an account is a two-part process. First, we establish your investment plan for each account on foolwealth.com after you go through your investment profile.
Next, we will help you establish an account with one of our approved custodians (currently Interactive Brokers or Charles Schwab - see our Custodian FAQ for comparisons). If you already have an existing account with one of these custodians, please send an email to support@foolwealth.com to request linking instructions.
