How to Get Started

If you want to immediately get started, just follow the three simple and easy steps below:

Step 1: Determine your particular investing style.

It is important that you have a clear grasp of your investment goals and you understand the type of investor you are. This way, it would be easier for you to identify the kinds of services you will need.

Step 2: Open your own account.

When opening an investing account, you have the choice to register it either as an individual or personal account, or as a joint account with 1 or more persons like your partner or spouse. The account may likewise be registered under the name of other entities such as an estate or trust.

Step 3: Fund your investment account.

There are various ways of funding an account. These include:

  • Wire transfer
  • EFT or electronic funds transfer
  • Asset transfer from another company