Opening a Beanstox account is seriously simple and only takes a few minutes!
Note: If you are attempting to reopen your Beanstox account, try How do I reopen my Beanstox account?
- Set Up Your Profile
- Approve Your Diversified ETF Portfolio
- Fund Your Account
Once those steps are complete, you'll be well on your way toward building a better financial future!
Set Up Your Profile
To set up your profile, start creating your account login. Next, you'll need to provide some basic contact information, employment details, and answer a few questions about you.
Once you've answered all the questions, read through our disclosure information, check the corresponding box, and sign your name.
Approve your Personalized ETF Portfolio
Next, you'll need to complete your risk profile. These questions will help us propose for you a personalized ETF portfolio tailored for your investment goals and risk profile. Make sure you read each question carefully and answer in a way that most closely aligns with your investment goals.
Fund Your Account
Once you've completed your risk profile and approved your portfolio, it’s time to fund your account. The minimum initial amount required to fund your Beanstox account is $100, which you can deposit from your linked bank account. Once you fund your account, you will have the option to set up a recurring deposit on a weekly or monthly basis.
🎉 Congratulations! You did it! You’re investing the seriously simple way with Beanstox!