Get Started



 

 

 

 

 

What To Expect

  • Open your account via the Invst financial portal
     
    • Take the risk tolerance assessment
    • Select a user name and password - you'll use these to access your personalized client portal
    • Select a custom investment strategy aligned with your risk tolerance
    • Pick a deposit type and transfer your investment funds
      • Cash: Have your account information ready and/or liquidate your current investment accounts to easily transfer cash
      • In-kind: Use your current investment statement to identify which holdings you wish to transfer. These holdings will be liquidated and invested according to your custom strategy once they hit your Invst account

It’s that simple!