Compare your portfolio to ours, and sign up to get started. The process is quick and easy.
Want to get started? It’s easy.
We wouldn’t recommend making investment decisions without doing a thorough amount of research, so we’ve provided you with some great tools to help give you the facts. Take a look at what happens when you press the Get Started button.
Step 1 – Getting to Know You
We offer a free and easy way for you to compare your portfolio allocation, performance over time, and untold fees, to our recommended portfolio. This is a good way to see how they compare and to give you an idea of how your portfolio could look if it were managed by us. The process just takes a few minutes and there is zero cost or obligation to you for running your portfolio analysis.
At this point, we will ask you to answer a few simple questions such as; What is your age?, What is your income?, and What is your tolerance or risk?
These questions, and a few others, give us an idea of why you are investing, what your times horizon might be, and eventually, what sort of allocations might make the most sense for you.
Step 2 – Get an analysis of your portfolio
Once you have entered the basic information on yourself and given us an idea of your risk tolerance, It is time to run an analysis of your portfolio. There are 2 ways in which you can do this:
First, the most effective way, is to securely download your current account information so we can run the free analysis of your portfolio. This is a simple and secure process in which you select the locations where you have your accounts so we can analyze your portfolio and run the comparison.
The second way is for those that either do not have an investment portfolio, or are not yet ready to provide their portfolio information. If this is you, you can still review our recommended portfolio as compared to the S&P 500. Simply click the button view your recommended portfolio.
Whether you enter your information or opt for only an S&P comparison, the comparison is run immediately and a recommended portfolio is available for you to review. Here is an example of what that looks like:
Step 3 – Open your WealthNGen account online
At this point, if you are ready to get started, opening your account is just a few clicks away. You can open your first account in two different ways:
First, you can just fund the account with cash. If you decide to do this route you will be provided with a secure online form where you can provide us the information for transferring the cash into your new account.
Second, you can open your first account by transferring an account from another financial institution. If you are transferring an account from another financial institution, you will be provided with a different secure online form for providing us your account details so we can get the process started for you.
Once you have filled out either secure online form, your new account forms will be automatically generated for you and available for online signature right away. You simply provide an online signature and you are done! We will send you an email immediately confirming the receipt of your information and the opening of your account, and you will be assigned a Financial Advisor (let’s talk about defining this soon. I think we know the answer, but want to be sure clients do, too) who will serve as your primary source of contact going forward.
The process is quick and easy, but many people will still have questions. This is not a problem and is where we really shine! Feel free to contact us via Live Chat, email or phone and we will be happy to take the time to give you straight answers.