Start Your Application

The WealthE application process lets you get started right now with your new investment account.

It usually takes about 30 minutes to complete the application process. A series of questions will help personalize your account to your needs and risk tolerance. We will need to collect a variety of personal financial information throughout the process such as your social security number and contact information. You’ll even have the option to add your bank information if you want to expedite the funding of your new account.