Open An Account - MyRoboAdviser
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Open An Account

Getting Started is as Easy as 1-2-3!

Step 1

Goal Questionnaire

Answer a few basic questions so we can learn about you and your goals.

Step 2

View Your Portfolio

View the first recommended portfolio we have prepared for you and determine your funding choices.  You can toggle settings to adjust your time horizon or modify the asset allocation to see various outcomes.

Step 3

Fund Your Account

The easiest, fastest way to start investing is to link a bank account to electronically transfer funds immediately, or establish automatic regular contributions.  You can also transfer an IRA or retirement account.

Sign Up

To open an account, set a goal, and start investing today, click the “Sign Up” button!

For assistance during the sign-up process:

Use the Chat button or call the Toll Free number provided on the sign-up page.

Got a question or comment about our investing program?  

Send an email or call us.  We welcome your input.


(920) 785-6012