To start the application process, you'll need to sign up and log in to the Motley Fool Wealth Management site.
We'll ask you to answer a few questions about your financial goals and needs, after which we'll build a custom blended portfolio allocation that is specifically tailored to your risk tolerance and investing objectives. Or, if you'd like, you may also choose from one of our large-cap portfolio models (Large Cap Core, Large Cap Aggressive Growth, Hedged Equity, or Dividend) on an a la carte basis. After you accept an allocation, you'll need to open and fund your account using the Interactive Brokers application process.
If you need help with this process, don’t worry – we can walk you through the entire experience over the phone. Currently, we support opening the following account types over the phone:
- IRA's (traditional, rollover, and Roth) where the owner is unmarried, or if married, where the primary beneficiary is the spouse
- Individual Brokerage
- Joint Brokerage
- Revocable Trusts (coming soon)
Once you open and fund your account, Motley Fool Wealth Management will actively trade securities on your behalf based on the strategy you accept. And remember, you can log in to your Interactive Brokers account at any time to see your holdings, transactions, and returns.