Once you sign up for membership, next steps are determined by your financial goals.
If you’d like to get started with goal-based investing, go ahead and add a goal to your account (Investments dropdown > Add goal). Learn more about all of the goals we offer here. You’ll tell us your timeline for your investing goal, how much you’d like to contribute and how often, fill out some personal information, and open your investment account with our custodian Goldman Sachs Custody Solutions.
Not ready to open a new account yet? No problem! Take advantage of the Learn portal within your dashboard for tons of financial resources. Sign up for email courses, workshops, and more – many of which are included in your membership fee.
Looking for some financial advice? Our financial planners have you covered! Explore our 1:1 coaching offerings here, and don’t forget – members get discounts on these sessions!
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