How do I process my first investment?
Processing an investment is easy! It’s a 6-step process and the website will guide you through the entire thing. You’ll find the six steps outlined below as well as a video on how to process your first investment.
Provide your details (name, address, phone number) and click Continue.
Select the Form of Ownership (Individual, Joint, Entity, or Trust) and click Continue.
Select your initial investment amount or type in a custom amount by clicking the custom amount button. Click Continue.
Select your monthly recurring investment amount from the list provided or type in a custom amount by clicking the custom amount button. If you do not wish to set up recurring monthly investments, simply select None. Click Continue.
Select your Funding Source and click Continue. You can either link your bank account or manually enter your banking account details. For steps on how to link your bank account click here. Once completed, click Continue.
Review and check the acknowledgments. Provide your signature at the bottom of the page. Click Continue
Review your information. Provide your social security number and birthday at the bottom of the page. Click Invest Now.