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
Complete these steps and you'll be well on your way toward building a better financial future!
1. Set Up Your Profile
To set up your profile, start by 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, sign your name, and tap Continue.
2. Approve your Personalized ETF Portfolio
Next, you’ll need to set up your investment account by answering a few questions so we can propose a portfolio aligned with your investment goals and risk tolerance. Make sure you read each question carefully and answer in a way that most closely aligns with your investment goals. You can also opt to decline the Personalized Portfolio and select a different portfolio offered by Beanstox.
3. Fund Your Account
Once you've completed your risk questionnaire 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 bi-weekly or monthly basis.
🎉 Congratulations! You did it! You’re investing the seriously simple way with Beanstox!