Open an account in six easy steps
We want to make opening an investment account a breeze, so we’ve laid out the six steps of enrollment, below. After completing your investor profile, you will open a brokerage account with our chosen custodian, Charles Schwab & Co., Inc. (CS&Co.) We have chosen to work with CS&Co. as custodian for your account because they are a leading provider of low-cost trades and they provide SchwabSafe®, a collection of security measures designed to keep your personal and financial information safe online.
Wealthjar is not a broker-dealer [we don’t make money on trades], so you can rest assured that we have your best interests in mind at all times. Wealthjar portfolios are held in your individual brokerage account at Charles Schwab & Co., Inc., an affiliate of Schwab Wealth Investment Advisory Inc., so you can feel confident your personal and financial information is protected.
1. Enroll online or on your mobile device
To get started, scroll to the bottom of this page & click Continue. You will be directed to institutionalintelligent.schwab.com where you can begin enrollment.