You will open your Interactive Brokers account after you create your profile and accept your allocation at foolwealth.com.
Clients investing $500,000 or more in our Personal Portfolio program may elect to speak with a Motley Fool Wealth Management financial planner, who will provide financial review and counseling services in connection with their Personal Portfolio. These clients should call our financial planning team at 844-408-4390 (9-5 ET, Mon-Fri), and they will gladly complete the account set-up on your behalf, saving you time and hassle. We recommend preparing for the call by having an account statement for any accounts you may be transferring, the name, address, and social security number of at least one IRA beneficiary (if opening an IRA account), and 20-30 minutes, to allow enough time to complete the phone-based onboarding.
Clients investing less than $500,000 in our Personal Portfolio program but who have combined investable assets of $500,000 or more are also encouraged to schedule time with a Fool Wealth financial planner to discuss how our Personal Portfolios fit into their overall portfolio.