Are You Ready to Begin Your Journey to a Brighter Future?
It's really easy to get started with Vestarter.
1. Click the "Let's Go" button to head over to our starting page at Charles Schwab.
2. Enter the Vestarter Advisor Program Key: 78W2 in the box
3. Answer a few simple questions to help us understand your needs and risk tolerance.
4. Tell us about your investing ability and goals.
5. Choose the type of account you'd like to open (such as Roth IRA, Individual, etc).
6. We'll show you our suggested portfolio allocation.
7. Open an account with Schwab on their secure server and fund it.
8. Expect a welcome e-mail and call from your personal advisor within 2 business days.