What is the process of working with a financial advisor? How much time is involved?

A walkthrough of our process is available in our For Individual Investors and For Business Owners pages.

As for how long the process takes, everyone’s situation is different. Investing is a highly regulated field, with a lot of required paperwork. We are committed to helping you set up your accounts as quickly and as easily as possible, and we typically get our clients set up after a few discussions.