General Information
Can I talk to a real person? What is a personal portfolio? 3 major benefits What is the minimum? What fees are associated? What are the benefits of household billing? What is Motley Fool Wealth Management’s policy if the owner of a personal portfolio passes away or becomes incapacitated?
Account Management
Do personal portfolios allow for periodic withdrawals or distributions? I made a deposit – why hasn’t that cash been invested? How do I temporarily halt trading in my account? About how many stocks can I expect my personal portfolio to hold? What is the Stock Yield Enhancement Program? How do you make decisions about what to buy and sell in my account? Are there any exit fees associated with detaching my account from Motley Fool Wealth Management? How do I terminate my relationship with MFWM? How can I get information from my personal portfolio into Quicken? How do I check the performance of my personal portfolio? How do I add funds to or withdraw funds from my personal portfolio? Is there any cost for adding to or withdrawing money from my personal portfolio? Will you only invest in individual stocks in my account? Can my personal portfolio be managed in a way that protects my near-term cash needs?
Opening and Funding a Portfolio
What sort of tax implications can I expect from my personal portfolio? Can I use a P.O. Box Or APO/FPO/DPO as my address? How do I open my account? How long does it take to open a personal portfolio? Can I transfer part of an existing account or multiple accounts to a personal portfolio? What will happen when I transfer securities into a personal portfolio? Can I restrict trading or block specific securities? How long after I fund my personal portfolio will MFWM begin trading on my behalf? If cash is held in my account, will it gain interest? How do I open and fund a Separately Managed Account? What types of accounts are supported for personal portfolios? Does MFWM have tax-efficient portfolios? How will you customize my personal portfolio to suit my investment needs?
Custodian and Broker Information
If I sign up, who would be managing my money? Would I still have control over my account? Can you manage my Personal Portfolio at my current custodian? Do the personal portfolios carry FDIC insurance? Do I need to sell my current positions?