We’re excited that you’re starting your financial journey. We’ll be with you every step of the way. Here’s a step-by-step guide to get you started.

Since you might not have an investment account, we highly recommend that you use Robinhood because its so easy to use.

  • • For iOS users, visit the Apple App Store.

    • For Android users, visit the Google Play Store.

  • • Open the Robinhood App.

    • Provide your legal first & last name, phone number, email address, and a strong password.

    • Robinhood requires you to verify your identity. Provide your Social Security Number (SSN), date of birth, and mailing address.

    • Answer a few questions about your employment and financial experience.

    • Review & agree to the Terms & Conditions, which include the user agreement and privacy policy.

    • Submit your application.

    • Robinhood will review your application. Most folks get approved immediately. Some applications may take a few days depending on the information you provide Robinhood.

  • • Ok, your account is approved. Now what?

    • Log back into Robinhood, go to your Account Settings, click on Transfers, then click on Transfer Money.

    • You can either link your bank’s checking account or savings account. Both are accepted.

    • Choose the option to link to your bank account. You can link your bank account via one of two ways:

    Instant Verification uses your bank’s username and password to instantly link your bank account.

    Micro-Deposits, where Robinhood makes two small deposits into your bank account (usually under $1). First check your bank account for these deposits. Then type the deposit amounts into the Robinhood app. The approval process for Micro-Deposits may take a few business days.

  • • Go to your Account Settings and click on Manage Recurring Deposits.

    • Choose how frequently you’d like to make automatic deposits. You can choose one of the following options:

    Weekly – The recurring deposits happen on any given day that you choose (e.g. every Monday or every Friday).

    Twice a Month – The recurring deposits happen on the 1st and 15th of every month.

    Monthly – The recurring deposits happen on the 1st of every month.

    Quarterly – The recurring on the 1st of January, April, July, and October.

    • Confirm what you’ve chosen and authorize the recurring deposits.

    • You will need to set up Recurring Investments. We’ll go over that in the next step.

  • Learn all about this investment here.

Need more information before getting started? Book a 30-minute consultation with us here. Your first consultation is on the house, free of charge.