Simple, Secure and Made for You
Opening an investment account with Wealth Apple is simple:
- Answer a handful of multiple choice questions in the New Account Form. Your answers will help us design the best investment portfolio for you. You will even see what your recommended portfolio will look like based on your responses.
- If you decide to open an account after answering the questionnaire, submit the New Account Form.
- You will receive an e-mail from TD Ameritrade, one of the largest retail brokers in the world, to digitally sign and return the form.
Once you transfer your funds, your portfolio goes immediately to work.
The type of questions to expect in the New Account Form:
- Are you focused on the short-term or long-term?
- What is your balance of risk vs. reward?
- How much volatility or uncertainty can you tolerate?
Have any questions?
Use this form to get in touch.
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