Immediately after joining us as a client here in Motley Fool Wealth Management, you'll be given the opportunity to schedule a complimentary one-on-one onboarding phone session with one of our highly experienced financial planners. Our team will work together with you to get your Personal Portfolio up and running with a minimum amount of time and effort required on your part.
Onboarding appointments last 45 minutes, but we find that most people are able to open an account in 20-30 minutes.
Once your account is open, there may be additional time required to initiate transfers from your existing financial institutions in order to fund your account. Timing for transfers varies by the initiating institution, type of account, and the types of holdings within the account.