What is the process for partnering with a financial advisor?

  1. Step 1

    Research and browse financial advisors using any of the search tools.

  2. Step 2

    When you find a financial advisor you'd like to work with, share your contact information via their profile page. They'll reach out to set up a complimentary consultation.

  3. Step 3

    Meet with financial advisors virtually or in person to decide if they're the right match for your needs. You'll discuss your goals, assess your investing style, and review account types and investments that you can consider.

  4. Step 4

    When you've found a financial advisor to partner with, they will open your account and set up your online access.

Not sure where to start? We can help.

Financial advisor and clients laughing and discussing a financial plan

Why work with a Financial Advisor

Learn how a financial advisor can help you achieve your goals with personalized strategies and financial planning.

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Four Financial Advisors in one image

How to choose a financial advisor

Choosing a financial advisor is the first step towards planning for the future. Here's how to start.

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What an initial conversation looks like

We take a you-first approach and start with what's most important to you.

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